Need option to download transactions without automatically assigning category/transfer/memo (Q Mac)

smali
smali Member ✭✭✭
edited December 15 in Manage Accounts and Transactions

I've been a Quicken Mac user since the late 1990s. Years ago, Quicken Mac allowed users to download all transactions with the payee assigned by the bank (unmodified) and would assign all transactions as "Uncategorized". I could then use the QuickFill Rules when manually entering details for my transactions.

This method allowed me to instantly know which transactions I hadn't addressed while having the convenience of "manually" using the QuickFill feature for common transactions like buying fuel at the same gas station I usually go to.

With new transactions categorized as "Uncategorized", I could also filter by "Uncategorized" so I can view only the transactions that I haven't entered details for or attached a receipt to.

Since a couple years ago, Quicken started automatically using the QuickFill data to populate all the newly downloaded transactions, regardless of the settings I choose in the settings window.

Even with the "blue dot" indication of reviewed transactions, it still creates problems for me because

  1. If I don't catch one of the automatically assigned transactions that is not correct, it messes up the reports I run
  2. I can't sort by "Uncategorized" to see just the transactions I need to enter details/receipts for

I get that tech-savvy newbies in the AI generation might like all their transactions automatically assigned (regardless of the accuracy), but for us old folks, please create a checkbox that makes it so transactions can be downloaded "old school" with the payee name assigned by the bank, the category as "Uncategorized" and all other fields blank-just like they used to be until a couple years ago.

Just make it a checkbox so those of us who want the unmodified downloads can do so while still being able to utilize the QuickFill feature for entering transaction details. Then, the user can have the option of having their transaction details automatically entered or not.

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Comments

  • foobarbaz
    foobarbaz Quicken Mac Subscription Member

    Agreed: I'd like to use QuickFill to speed up my manual categorization process, but have the option to not have it automatically applied at the time transactions are downloaded.

  • Tiffanyprine
    Tiffanyprine Quicken Mac Other Member

    Agreed! I spend so much time changing categories

  • sevance
    sevance Quicken Mac Subscription Member

    ME TOO, ME TOO, ME TOO!!!!!

    Been using Quicken since the VERY FIRST VERSION and this problem really bugs me!!

    Ai support bot is useless, and frankly, so are their support agents by continually giving me the same "Pasted" response which is completely irrelevant!!!

    Their maddening answer is always "go to the Payee and reassign the category." Well…YOU CAN'T DO THAT if it's a constantly changing payee in the downloaded transaction!!!!

    THIS A QUICKEN PROBLEM/BUG AND THEY SURE SHOULD KNOW ABOUT IT!!!!

  • kjgreen
    kjgreen Quicken Windows Subscription Member ✭✭
    edited December 15

    I never had this problem until I switched to a Mac. [Removed - Off Topic]

    I definitely want an option that allows the downloaded transactions to be as provided by the institution and not modified by Quicken unless there is an uncleared manually entered transaction that it matches too. I am finding new transactions that are assigned what seems to be an arbitrary Payee/Category and then I have to figure out what it might be.

    Please help me to better adapt to Quicken on my Mac!

    [Edited - Readability]

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