Things that should have been included from Mac 2007

@Leslie Jones First, I'd note that many of the thousands of Quicken users who have previously migrated from Quicken 2007 to the modern Quicken have compiled a long list of feature requests for the developers over the past 5 years since the re-written Quicken debuted. Many have been tackled; many more remain on the collective wishlist. You can review many of them by perusing the Product Ideas-Quicken for Mac category on this forum. Be sure to add your vote to any of the ideas you think are desirable!

Leslie Jones said:

1) Can't use up/down arrows to advance through categories unless the list is already showing

Just type the first couple letters in the Category field; that generates a list, and you can then use the arrow keys -- although I've found clicking is often faster than using the keyboard.

Maybe it's just me, but I don't see any advantage to scrolling through the entire category list; unless the category begins with "a", down-arrow to pick a category from a list of 100+ categories just doesn't seem useful. Even in Quicken 2007, I would always type a few letters.

Leslie Jones said:

2) Can't add clear when entering a transaction to make all fields blank

I'm not sure what you mean "can't add Clear." If you mean you want to select a Payee but not have Quicken auto-fill all the other fields, use a trick that was carried over from Quicken 2007: press Option-Tab to exit the Payee field. This retains the Payee, but blanks everything else. I use this all the time. (I don't think it's documented anywhere! )

Leslie Jones said:

3) Have to manually categorize auto downloads. example: My pay deposit self categorizes as "Personal Income". I use "Salary:Net". I should be able to make a rule that automatically changes "Personal Income" to Salary: Net".

Auto-categorization defaults to using Quicken's categories. You can turn off auto-categorization in Quicken Preferences > Connected Services by unchecking the box for "Automatically improve the quality of downloaded payee names and categories." After doing this, Quicken should re-use the category you used most recently for the same Payee. You may find that turning this off results in undesirable results, but you can try it.

But to your point, the developers have said they are working on new functionality to allow something similar to memorized transactions in Quicken 2007. We don't know when this will be released, only that it's a work-in-progress.

Leslie Jones said:

4) Transfer accounts doesn't show up on list unless I retype Transfer. Again, no up/down arrow function

It sounds like you may not have the Transfer column visible in your registers. Make this column visible (click on the Columns icon on the bottom toolbar, then check Transfer from the list of available columns), and you don't need to type "Transfer". As with categories, you need to start typing before you can use arrow keys for selection, but you only need one character be able to arrow through a list ; however,r I think you'll find in most cases, typing one or two characters will give you the account you want, with no need to arrow through a list.

Leslie Jones said:

5) doesn't highlight when tabing to any field. I have to manually highlight to change.

Hmmm. Quicken highlights each field when you tab to it, so deleting pre-filled content is as simple as typing something new or pressing Delete is you want it to be blank. I'm not sure why you aren't experiencing this.

Leslie Jones said:

6) If I enter a new transaction for 9/30/19, when I select "new" again it defaults to another date, every time. It should default to the last date I entered so I can advance using +/- more easily or do more transactions with the same date.

Sometimes it retains the same date; it generally does for me. But other users have noted that it doesn't always. I'm curious: are you adding new transactions at the top or bottom of your register? (Top is the default for modern Quicken; bottom is the way Quicken 2007 worked.) 

Leslie Jones said:

None of this is rocket science. It makes Q for Mac2019 much more time consuming than necessary. If there is someplace I should post this list where maybe some Quicken for MAC person would see it let me know.

You're right; it's not rocket science; it's programming. And the list of feature requests from users is still far ahead of the capacity of the (small) development team to implement all the requests. The good news is that progress has been steadily made over the past 5 years; the bad news is that any user's favorite feature may not have been yet implemented. (I'm still longing for QuickMath from Quicken 2007!)

@Charles Stillman I'm another longtime Quicken Mac user who has been lobbying for QuickMath in the modern Quicken since its start. Please jump to this thread, scroll to the blue box under the first post, and click the little gray triangle under the vote counter to register your vote for this feature. With over 100 votes now (101 legacy + 15 in the counter as I write this) it's gotten each critical mass that hopefully the developers will move this up the priority list.

As for re-assigning keyboard commands, this is not built into the modern Quicken. But in this case, that's not a bad thing -- because it's built into macOS now. In System Preferences > Keyboard, click on the Shortcuts tab, then App Shortcuts on the left side. Click the + icon, and then you can define a keyboard shortcut for all programs or a specific program; you'd select Quicken.app from the Application menu.

The problem with creating a keyboard shortcut for a Quicken account is that the Accounts don't typically show up as menu items, so you can't create new shortcuts for them. I will say that in Quicken 2007, I had all my accounts stored as keyboard shortcuts so I could open them, but I've found having them all visible in the left sidebar works equally well for me to click on awn account; I don't miss have g a keyboard shortcut for each account.

(That said, if you really wanted to, there's sort of a way to do it. If you double click on an account in the left sidebar, it will open ion its own window. And that window then shows up at the bottom of the Windows menu. So you could define a shortcut for that menu item. As long as you have the window for this account open -- even if it's hidden behind the main window -- you can access if via a command key shortcut. But if you close the separate window for an account, then the keyboard shortcut won't work. So for this technique to work, you need to open each account in its own window and leave them open; the command key shortcuts you create can switch among them.)