Restore Transactions Downloading Acceptance and Matching workflow to Quicken for Mac

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Please restore the ability to control the matching and acceptance of downloaded transactions from FI/banks to Quicken for Mac, like in QM2007 or even QWin. 

Make it an option to either require manual acceptance or automatic recording into the register.

Currently, downloading automatically to the register does not allow the user to easily control and verify that matching has taken place correctly, that transactions are correct, etc. Automatically accepting them immediately affects the current balance of the register/account, which is sometimes not desirable until the transactions have been verified.

Please add this capability back to Quicken for Mac.
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smayer97 (QM2007, CDN user since '92), SuperUser

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Posted 2 years ago

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pauldv172

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I agree.  My process is to check my receipts against the downloaded transactions and mark them as reviewed.  More difficult now with the auto matching.  Would vote to have this capability back.
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Betty Knutson

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YES! It has NOT been addressed in 2018, and is not available in the new release. And I got an email assuring me that our feedback is appreciated and heard. We've been asking for this for years. If they listened and cared, it would be available by now. QM is evidently the neglected stepchild.
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Betty Knutson

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As you can tell, I am a bit ticked off right now.
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ProGolfer

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Well...they appreciated your feedback and they listened to you.

Do they say anywhere in the email that they would add it?

I think you have some sort of false hope by a nebulous email response. 
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ProGolfer

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BTW, Quicken 2018 comes with a 30 day money back guarantee.  If you're dissatisfied, return it. 
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Kurt

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Betty, I hear you. All these "new features", but not a few basic functional requests lots of folks would like addressed for a year or more... :-/

With the 30 day money back... I'll probably try it next to Banktivity 6, which has good reviews... and see...
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retha824

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Thanks for a very well written rationale for getting this added! Hope it will get LOTS of votes and attract the developers attention...
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rugewit

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I totally agree!!!! I have been initially using MS Money until it went away. When I switched to Quicken for Windows, each version was getting better and better. however, Mac version looks like a VERY simplified version of the Windows edition. Please integrate the ability to review the dowloaded transactions before accepting the or matching them with transactions already entered manually. Also, it would be nice to be able able to upload bank statements and notices to a particular account. Is there a possibility to also download images of cleared checks instead of having to save them manually attach them to each check transaction? 
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Ruegs

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I believe this is an essential feature.  It helps ensure the quality of registers and allows users to appropriately match transactions with relative ease.  I won't fully convert to the Mac version is included in a future release.
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Kurt

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Essential indeed! Mostly useless without it - unless one enjoys spending time double checking most all transactions
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Betty Knutson

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100% in agreement! Why is this request being pushed to the back burner? We have been asking for this for years.
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Michael Putzel

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It's a reasonable request. 
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Steven

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Yep, we need this feature.  The current method is messy and requires to much work to ensure everything downloaded correctly.

I did vote by hitting the blue VOTE button at the top right side of the page!!!
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Betty Knutson

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I voted too. Our request is being ignored, not even acknowledged as "in the works", or available in subsequent release. An issue this basic should not be ignored.
I am one very unhappy, about- to-be-EX, user.
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Jon LaFollette

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Why does Quicken feel that the auto reconcile function was the best method and remove the ability that had been in previous versions for YEARS! Come on developers return this ability to MAC2017.
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smayer97 (QM2007, CDN user since '92), SuperUser

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Keep in mind that Quicken did not remove features. Rather they started rebuilding the software from scratch, with the first release in 2010. They had many fits and starts but finally have a rhythm going now, busy trying to add back many of the features.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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Ruegs

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I appreciate the nuance, but for all practical purposes they removed capability through their decision to rebuild from scratch.  While I can understand that they would be reluctant to do so, providing some roadmap guidance would be helpful to those that hope the pace of their rebuilding effort accelerates.
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smayer97 (QM2007, CDN user since '92), SuperUser

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Agreed.
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Steven

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Here's my take on the rewrite.  I'm pleased they built the product from the ground up. Especially since Apple continues to upgrade their OS.

However, it was a feature in the 2007 version and its a feature in the Widnows versions. It was in those versions because it was a great feature. They took 8 years to rebuild the program. Mac 2015 release should have come out of the box with more features as in the Windows versions.  

This method of having us vote for features is nice but they don't publish the voting results.  So it seems to me they just do what they want when they want instead of listening to their customers. The feature, manually accepting downloads, should be on the vote list if they are listening.
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smayer97 (QM2007, CDN user since '92), SuperUser

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Not sure why you are having trouble with the instructions on how to filter the IDEAS for only Quicken for Mac, but if you are trying to search for them, that is not the way. Please re-read the instructions.

Also, search on GetSat applies an either/or logic, that is, searching for 'quicken for mac getsat ' here on GetSat is like searching for 'quicken OR for OR mac OR getsat' and the results will list any thread that has any one of these words (though some common words like 'and', 'or'', 'of', 'for', etc are ignored). To alter that, you can use the AND operator or use quotation marks (" "). To learn more about how searching works on GetSat, see this article: https://getsatisfaction.com/getsatisfaction/topics/how_does_search_currently_work_in_get_satisfactio...

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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lhossus, SuperUser

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To see the vote totals for all the IDEA postings, I did the following:
  1. https://getsatisfaction.com/quickencommunity
  2. Click on the magnifying glass icon within the "Find or start a conversation" box.
  3. Click on the Advanced Search hyperlink below the Search Again button.
  4. Under Filter by Type, uncheck Questions, Problems, Praise, Announcements and Articles, leaving All the checkboxes in the Ideas column checked.
  5. Under Filter by Category, scroll down and check all the Quicken for Mac checkboxes.
  6. (Optional) Set Sorted by to Number of me-toos - highest first.
  7. You do not need to enter a search term.
  8. Click Search
  9. In the search results, you will find the vote count for each IDEA (the mouse-hover-over text calls it a me-to, but for IDEAs it shows the votes instead).
  10. To refine or re-do the search, click on the Advanced Search hyperlink and make any changes.
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Steven

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Thanks for the step by step.  Life is now easier and I can keep up with others who want to improve QM.
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smayer97 (QM2007, CDN user since '92), SuperUser

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@lhossus that will also work. Thanks for sharing that step by step. The only thing to keep in mind is that you cannot save the settings using the advanced search approach. If you want to save the search criteria, use the "Share Your Expertise" approach in the link above.

Also, you may want to exclude the "implemented" IDEAS.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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Steven

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This is the problem with the feature not being native to the program.  Work a rounds.
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JWL

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The ability to review downloads bank and credit card transactions before I accept and categorize them (manually) helps greatly in quickly catching fraudulent charges. Seems to me this is a no-brained decision to add this valuable Windows feature to Mac.
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Carolyn Strecker

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Not to mention that this is a feature that was taken away--it's been a part of QM just about forever
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Steven

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Totally agree, it should be there and we need more votes to get the feature implemented in the next update. Please remember to vote at the top of the page.
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Peter Winthorp

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How is this different from the reviewed/not reviewed feature? This seems almost the same but simpler
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pauldv172

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And if I remember correctly, in quicken Windows 2013 the amount did not get added to the running balance until you marked reviewed
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RickO, SuperUser

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Personally, I find the two methods equivalent, so I don't really care if they implement the pre-review feature. 

And, there's one problem I see with pre-review (and wonder how it's handled in the windows version): That is, how do you handle matching downloaded transactions that appear in the review window to corresponding manually entered transactions that don't appear in the review window? 

For this reason, I think I like the workflow just the way it is, rather than go back to the QM2007 model. With the downloaded transactions placed in context in the register, and with an icon identifying that they are new, it's easy to match them with manually entered transactions (by drag and drop) in cases where they didn't match automatically.

This preference may be different for those (like me) who manually enter everything then expect the downloaded transactions to match vs those who download everything and only then assign categories, etc.

But I say, leave well enough alone. And if the pre-review feature is implemented, make it optional so that things can stay the same for those of us who like how it works now.
(Edited)
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smayer97 (QM2007, CDN user since '92), SuperUser

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That is what this text above is for:
Make it an option to either require manual acceptance or automatic recording into the register.
It allows it to work both ways...BTW, that is how I know QWin works, providing users the choice either way. 

The above request is how QM2007 works and it works very well. Not providing that choice for Mac users takes away what some that find working with that approach far easier and with more control. 

The current process might work well when dealing with downloads shortly after but not so much for when there are multiple downloads to the same account (as in my case where I can sometimes have MANY months worth of downloads unprocessed when I fall behind).

@pauldv172 re:
And if I remember correctly, in quicken Windows 2013 the amount did not get added to the running balance until you marked reviewed" 
I do not have direct experience with QWin, so I cannot confirm.
(Edited)
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Ruegs

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I find the option of previewing transactions prior to 'accepting' them  into the registers an essential capability. It's very useful when matching previously entered transactions and to make changes (including adding/editing categorizations, etc.).  I've copied some of the available help text information to provide a better sense of the overall capability.  Also, there are several options to automate, accept all, etc. that make for a much better user experience than what is currently available in Mac.

Quicken assigns a Status to each downloaded transaction: 

For transactions marked New 

A status of New means that Quicken did not find a match for the downloaded transaction in the register.

To enter the downloaded transaction in the register, click Accept. 

If the downloaded transaction should be matched to a register transaction, click the Edit button, and then choose Match Manually. Quicken opens a window to allow you to select one or more transactions to match the transaction with. If you select more than one transaction, Quicken enters a split transaction in your account register with a single line for each selected transaction and a line for the difference in amounts, if any. 

For transactions marked Match 

A status of Match means that Quicken has found a match for the downloaded transaction in the register. This happens when you enter a transaction in advance of it being downloaded. For example, if you use Quicken Bill Pay or Quicken Reminders.

If the downloaded transaction is correctly matched to a register transaction, click Accept. 

If the downloaded transaction should not be matched to any register transaction, click the Edit button, and then choose Make New. Quicken changes the transaction's status to New. 

If the downloaded transaction is matched to the wrong register transaction, click the Edit button and then choose Unmatch. Quicken attempts to match the transaction again. If no transactions are close enough, Quicken changes the transaction's status to New. 

For transactions marked Updated 

To update the transaction information in your register, click Accept. If you prefer not to update the transaction, click Ignore instead. 

For transactions marked Canceled, Failed, or No Funds 

For transactions marked Canceled, Failed, or No Funds, click Accept. Quicken voids the transaction in your register. 

If you don't want to enter a downloaded transaction into your register, click the Edit button, and then choose Delete. When you've finished accepting transactions, click Done. 

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Ruegs

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And to answer the question that was posed:  New transactions are not included in account balances until after they are 'accepted' in QWin.
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Ken Crafton

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The transition to QM2017's 'Reviewed' 'Not Reviewed' status for downloaded transactions would be easier for QW users to accept if the Account List would put the familiar red flag next to accounts where QM downloaded new transactions.  We would then know which accounts to go into to review any newly downloaded transactions.  The red flag should remain on the account until all transactions have been changed from 'Not Reviewed' to 'Reviewed'.
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smayer97 (QM2007, CDN user since '92), SuperUser

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You can add your VOTE to Add indicator for accounts with downloaded transactions that need attention.

You may want to add your VOTE to related IDEAS found on the List of Requests for Downloading Data into Quicken.

First
, click on each underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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Jack

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Not sure if this has already been discusssed but QWin also allowed to manually match multiple register transactions to one bank downloaded transactiion. It was useful for multiple deposits on one slip and other times that you might not use split transactions.
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smayer97 (QM2007, CDN user since '92), SuperUser

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This is a good idea, if implemented correctly, so you can now add your VOTE to Add Ability to Match One Downloaded Transaction to Multiple Transactions in Register.

First
, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers. Your VOTE matters! 

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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smayer97 (QM2007, CDN user since '92), SuperUser

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FYI...Interesting tidbit...just found out that this workflow is called the "comparative register" in Quicken for Windows, as noted here: https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2017-v4-4-1-released-j88s872fxmc...
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Jay Bonk

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I relied on this in Quicken 2015 for Windows.  Switching to the Mac Version, and not having the capability is disappointing.  Please add the functionality that allows review of downloaded transactions prior to adding or updating them in the register.  I switched to the Mac version as to not need to run a VM.  However, this functionality is a requirement, without it I will have to consider returning to the Windows version, or some other tool
 
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Kurt

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RickO,

This is helpful. :)

I would like to filter the view the third type of transaction (orange pencil - not matched; not reviewed).

However, when I choose the "Not Reviewed" status, I only see the blue (dot and pencil) transactions that are Not Reviewed.

Is this a bug?

The "Any Status" pull down menu mixes tags and categories and review status, but is still very helpful.

Another Filter menu list with the "Match Status" options would help solve the problem (Manual not matched, Manual matched, Downloaded matched, Downloaded not matched). Is that a future option?


Thanks!
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RickO, SuperUser

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Yes, I'd say it's a bug. I've reported it to the developers.

As for a Matched Status filter, nothing in the works that I've heard of. You could write up an IDEA post for it. But probably a low priority.
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Kurt

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Thanks Rick!


Fixing the bug will do it for me :)
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Steven

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Work a rounds are ok but we need the function integrated into the program.  this should be native.  We pay the same price for a Mac version but don't get the same features or functionality as the Windows version.  I really like the function of being able to accept a transaction into the register. I find that about 30% of the transaction  downloaded don't match my manually entered ones.  If I could accept it or delete it before its entered in my register I would have to manually look for duplicates when I reconcile.
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smayer97 (QM2007, CDN user since '92), SuperUser

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@Jay Bonk, just remember to click VOTE at the top to of this page add your vote for this feature.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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Jay Bonk

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I tried the suggestion above, and when filtering on not reviewed - I only saw those w/ a blue dot.  The matched - blue pencil are excluded by the filter.  How can I see both?  In windows, the were displayed as 'match' for the blue pencils, and 'new' for the blue dot.  But both appear in the 'Accept cleared transactions into register' list
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RickO, SuperUser

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Try the Last Downloaded filter.
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Kurt

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Jay,

The "Not Reviewed" filter isn't working for me either (see above.)

Do you see the "orange pencil" transactions when the filter status is "Not Reviewed"?


Thanks!
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RickO, SuperUser

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Jay & Kurt... In my testing, orange pencil transactions are excluded, but both blue pencil and blue dot transactions are included when filtered. I've reported the former the Quicken team and will try to post back here if I hear anything.

Jay, what version of QM are you running? There were some fixes for the Status icons in a recent update to QM2017. That may be why you are having the problem with blue pencil filtering that Kurt and I are not.
(Edited)
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Jay Bonk

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I'm running the latest version of Quicken for Mac 2017 - No outstanding updates to be applied
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Quicken Jeff, Employee

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Please note. I just entered a defect for the engineering team. Orange pencil should be included when "Not Reviewed" register filter is selected.

Thanks for bringing this to our attention.
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1991QUser

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I agree with the need to select/not select auto matching.  That said, I would like auto matching better if the code for matching criteria were refined.  

For example:  QMac 2016/2017 matches my transactions that are:
1) the same AMOUNT within a ~ two week date range even if the PAYEE names or other relevant fields have no similar letters (don't match at all).
2) NOT the same AMOUNT if the date range is close and the PAYEE matches.  

These really mess up my reconciliations if I don't catch them.  I was a QWin user for almost 20 years before moving to QMac, and I don't recall the issue.  I do appreciate the QMac rebuild though so please keep the changes going! :)
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Jen

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I too have been a QWin user since the very beginning...and switching now to Qmac 2017 is very unsettling because I am never very sure what has happened or is happening when the downloads occur.  
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Jay Bonk

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Again, this is nothing if not frustrating.... I manually entered a payment that I scheduled on the Amex website - the date in Quicken was the date entered, not the date scheduled.  Now that the transaction downloaded - Quicken didn't recognize the manually entered transaction.  Now, I have two transactions - one I entered, and one that was downloaded.

In the Windows version - I could manually match the transaction in this type of situation.  How do I do this in the Mac version?

This is turning into a deal breaker. I'm seriously at the point of reverting back to Windows, or considering switching to Banktivity. In either case, I would expect a full refund on the Mac version,

If the software was 100% accurate 100% of the time - that's one thing.  But it's not - so I need a way to make manual corrections.  A simple, intuitive, easy to follow way.  Exactly what you have in the Windows version for dealing with downloads. 

After switching and finding the Mac version less than stellar Having now googled questions about the Mac version  - it's interesting to see the number of comments, posts, etc. about how the Mac version has always lagged behind the Windows version and the amount of negative sentiment towards the Mac version.
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Quicken Colin, Alum

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Creating a separate conversation

Please reference the new conversation here: How do I match transactions in Quicken for Mac?
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Rtang, SuperUser

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@Jay Bonk : Drag and drop the downloaded transaction to the manual one.  Q will 'learn' the match that way for future.
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Quicken Colin, Alum

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Splitting off to add response to new conversation

Please reference the new conversation here: To add to new conversation
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steve45

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Totally agree... would make life alt easier. Wa vet helpful in the windows version.
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patty1

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I recently upgraded from an older version of Quicken for Mac and was very surprised to find that I can't see which transactions downloaded from my bank are being entered into my Quicken register. I want the ability to review transactions after they're downloaded so I can, for example, unmatch transactions if I think that Quicken is going to match them with the wrong entries in my register. Why was this feature removed from recent versions of QfM??
(Edited)
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steve45

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I also miss the ability to review transactions before they are entered into the register. The Match Status column is the best alternative.
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plynnsch

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Done all of the above. I still hate the convoluted reconciliation process in quicken for mac. Been at it 6 months now and it just DOES NOT compare to windows. Give me a recon window, let me match, and show the big capital R so I know it is reconciled. Used to be so simple.
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Jen

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I agree...I really have to concentrate and compare transactions very carefully using the Mac version....there should not be so many differences between the Mac and Windows versions....
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steve45

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It is a real challenge to get a paper statement to reconcile with transactions that have been downloaded.
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Jay Bonk

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Agreed - I'm still struggling with this.  I posted 4 months back about it.  I'm running QW2105 in a VM and QM in parallel.  It's ludicrous that with QM I'm getting double entries when someone holds a check.

I have to see what was done on the Windows version to fix the issue on the Mac. 

I'm about ready to pull the plug on the Mac version and just stay w/ the Windows version.

I'm going to email Intuit and see if I can get credit for the Mac version and just upgrade the Windows one.  

I honestly tried to get this to work, but it a far inferior product compared to it's Windows counterpart
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Concordman

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Meaning folks no disrespect I'm abit confused as to the concerns with matching transactions in QM ; I enter all my transactions manually either directly in to the respective register or via the mobile app, in both cases the transactions show in the registers with the "orange pencil" which signifies the manual entry. When the transactions download I note that the transactions with the "orange pencil" are replaced with the "blue pencil" and the "blue check " off in the Clr column signifying the transaction s have been matched . before I mark the items reviewed I briefly compare the transactions to the paper receipts. When I'm satisfied I mark all items reviewed.


Others have counseled adding the matched column , which if needed for one's piece of mind is easy enough. When reconciliation is implemented either electronically or manual via the statement ( I do both) the blue check mark is replaced by a green circled check mark ✅.


@RickO, as I recall from QW13 premier transactions showed up as matched in the download window which would then be accepted. I believe that is how I remember it.


While I feel as many here that QM has limitations wrt to QW & Q2007 this threads issue while not identical to the way QW acts is the least of the issues holding folks back from getting of QW & their VM's . Reportiing, reports & investments limitations are IMHO the major impediment s for a full embrace of QM.
(Edited)
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Jen

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I have a super wide screen monitor and I still have to scroll left and right to see all the columns I need.  I want my 2 line display back too!
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RickO, SuperUser

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Just checking... you do know that you can adjust the width of each column by dragging the divider between column headers?
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smayer97 (QM2007, CDN user since '92), SuperUser

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For Jennifer Dyson's sake that would help somewhat but who wants the extra data there all the time?

And try doing that for over 100 accounts? Which reminds me of the other options that would help: having user definable default settings for columns widths, etc.

For those interested, the two options mentioned are here:
First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THAT feature and increase its visibility to the developers.

While you are at it, you may want to add your VOTE to related IDEAS found on the List of Requests for Data Entry and Usability Options and Features. Click on the underlined link, then follow the instructions to add your vote to more related ideas. 

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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Jen

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@RickO - yes I know that I can resize the columns.

@smayer97 - having a default to apply to each register would have been a time saver in the beginning since I had to go into each account and delete, add, sort, reorder and resize columns.  I only have ~25 accounts...but it was still painstaking.
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Stacklb

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I really miss this feature too -- I was forced to abandon Quicken years ago when I got my first Mac, but nothing else has worked for me and given recent reviews I decided to give it another shot.  The orange and blue pencils (and blue dots) pretty much do the trick for me though.  At least by seeing what I have not yet reviewed, I know what I need to do, and I just confirm that the matching has been done properly before marking as reviewed.  If I am understanding the issue is that the transactions are technically entered in your register whether or not you have reviewed them, which affects balances, but at least I am able to focus in on what matching quicken has done and have some record that I have actually "touched" the transaction and confirmed it is okay. 
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Snoopy FC

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I just unvoted for this topic as I think Quicken has developed a simple and effective way to handle this using the orange pencil (manually entered), blue dot (downloaded), and blue pencils (automatically matched).  I think it's a comparable but simplified workflow.  I've grown to appreciate it, and find it relatively simple to match transactions on a weekly basis.  It's also simplified things during the reconciliation process.  Marcus, thanks for your teams efforts on this.  
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RickO, SuperUser

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I agree. I don't know why I voted for it in the first place, but I just unvoted too.
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patty1

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As others have noted, no one is asking Intuit to REMOVE the automatic matching capability, just to ADD the option of manual matching for those who want it. They clearly already think that the feature has some value, because it's in the Windows version of Quicken, according to their help pages.

I've had a number of problems over the years with Quicken matching an ATM withdrawal to a matching amount in my list of upcoming bills. Now last week, Quicken somehow missed a cash withdrawal entirely. Other transactions in the same checking account from that date and later have shown up fine, but not that one. I have no way of viewing the transactions received by Quicken to find out whether it got the transaction from the bank but didn't enter it in my register, or put it somewhere in the register that I'm not finding, or didn't get the transaction at all (in which case a call to the bank might be in order), or what. I just want the ability to see the details of what Quicken is getting from my bank before those transactions go into my register.
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smayer97 (QM2007, CDN user since '92), SuperUser

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Thanks for sharing that. Yes, this feature is in QWin and in QM2007 and earlier. And there are many scenarios that this helps address, including the ones you mentioned.

Basically, it boils down to users want/need the ability to have control and have visibility to what gets added to Quicken to manage their data as easily and quickly as possible. 

BTW, for those with only a few accounts, this may seem like it adds limited value but for someone like myself with over 100 active accounts, with about 25% using downloading mixed in with manual data entry, this tool becomes a major time saver, not just a passing desire.
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Lessig

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I agree with those who have argued that this functionality is necessary if Quicken is to be usable by anyone needing serious personal accounting ability. 

Here's just one example of why this is so necessary: Let's say you travel, and need to submit expenses for your travel. One kind of expense is a taxi ride. So imagine you use Uber, 1/2 the time for personal reasons, 1/2 the time professional. QM2017 automatically sorts those transactions, based on the vendor. In which bucket do they go? To use the software for this basic function, I would have to double check each account after running a download, just to see whether a transaction was falsely recorded as personal or as business. 
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smayer97 (QM2007, CDN user since '92), SuperUser

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Upon review of some comments made by Quicken Marcus ("...the Mac has never had the comparative register... "), I just want to add for the record that it is NOT true that Quicken for Mac has never had this feature.

Since he only came on board starting with the development of Quicken 2015 for Mac onward, I can partly understand his statement, though this suggests there is a lack of knowledge of what QM2007 actually does, which dismays me (I would hope he would get to know that product better so as to understand what many Mac users are wanting).

As per the reason for this IDEA thread and the opening statement, this feature does exist in Quicken 2007 for Mac, and has existed there for a very long time. And as the number of votes clearly demonstrates, many users really want this (currently the 5th top requested feature out of hundreds; though the combined votes for full-featured customizable reports and features would bump that down a little). One (hopefully) obvious reason is that it provides far more control over and easier visibility to data flowing into Quicken, especially with large volumes of data and/or accounts.

All that said, the good news is that in the same post, Quicken Marcus has acknowledged seeking to add this as a feature in the future. 
(Edited)
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patty1

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SMayer, indeed this feature was in QM2007, and I used it frequently. The reason I joined in this discussion a few months ago was because I had recently upgraded my iMac from Snow Leopard to Sierra, so I had to give up QM2007 for QM2017. That's when I discovered that I had lost the ability to view the transactions that Quicken had received from my bank.

I now often log in to my bank's website before I update Quicken, so that I can verify which transactions will be coming over. That's not too much of a hassle for me because I only use Quicken for two accounts at one bank, but it would be untenable for people who integrate many accounts from multiple institutions into QM2017.

I hope that "Quicken Marcus" will push this feature as a valuable addition to an upcoming release of QM2017.
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RickO, SuperUser

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patty1...

Two things:

1) QM2007 still runs on Sierra, so you could still be running it. No word yet if it will run okay on High Sierra.

2) There is a workflow that for a small number of accounts will work fine without having to go to the website. Turn on the Status and Match Status columns in the register. Then download. To view the transactions that were received, scan the status column for blue symbols (pencil for matched and dot for downloaded but not matched). You can also invoke the Status:Last Downloaded filter to see just the newly downloaded transactions. Click on each blue symbol and Mark Reviewed to make it disappear so you'll know you've looked at the transaction.
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patty1

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Rick, hmmm, I must have had QM2006, then. I know it needed Rosetta. I'll try the steps you suggested for identifying recently matched transactions.
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smayer97 (QM2007, CDN user since '92), SuperUser

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FYI, There is also an older version of QM2007 (v16.0.x) which was a PPC-based version. This one uses Rosetta. Then Quicken eventually came out with a version of QM2007 that could run on Lion, etc. (v16.2.x) that did not need Rosetta in the Mac OS. 
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KevinB

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I have the work arounds suggested, and others.  None of them are working and I cant get my transactions fixed.
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Carolyn Strecker

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I used to think that this feature was critical, but now I have learned that using the filter for "last downloaded" tells me everything I need to review the new transactions.
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smayer97 (QM2007, CDN user since '92), SuperUser

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Yes, that approach does work sufficiently for some but not others that may either have more data and or accounts to handle, especially when trying to deal with with lots of backlog of data, or simply want more control or visibility to the entire process. 

The point is that some have needs that are not currently met by the way QMac works now, like if you have more than one download performed for multiple months.
(Edited)

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