Expanding split transactions (126 Legacy Votes)

Drew

I miss the feature of Q2007 where I actually had the option of toggling the function where split transactions are expanded to show all the splits.   I would rather be able to turn that feature off, as I use splits a lot and their default expansion in the current version takes up a lot of screen real estate and degrades the user experience.

Quicken Marcus

Yup.  That's a good idea.  I'll write up a ticket for this now.  We have a bunch of new developers starting soon and I think things like this are perfect for a new developer.  They are small but could have a huge impact on customer's usage of the product.  Thanks again for suggesting it.   

I have some additional questions.  Would you need to be able to toggle it on and off quickly or could it be in Preferences.  Also, how was it done in 2007?  Did you like the way it was done in 2007?

smayer97

Quicken Marcus said:

Yup.  That's a good idea.  I'll write up a ticket for this now.  We have a bunch of new developers starting soon and I think things like this are perfect for a new developer.  They are small but could have a huge impact on customer's usage of the product.  Thanks again for suggesting it.   

I have some additional questions.  Would you need to be able to toggle it on and off quickly or could it be in Preferences.  Also, how was it done in 2007?  Did you like the way it was done in 2007?

Both...

I like the way it was done in QM2007...separate preference for auto control for when you click on a transaction and when you click on another. Also with ability to open/close split with single-click on demand, with keyboard equivalent.

Also on reports...should have option to show/hide splits, like QM2007 and QWin.

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

smayer97

Quicken Marcus said:

Yup.  That's a good idea.  I'll write up a ticket for this now.  We have a bunch of new developers starting soon and I think things like this are perfect for a new developer.  They are small but could have a huge impact on customer's usage of the product.  Thanks again for suggesting it.   

I have some additional questions.  Would you need to be able to toggle it on and off quickly or could it be in Preferences.  Also, how was it done in 2007?  Did you like the way it was done in 2007?

Just to add to this, it should work the same in registers and in the reconciliation window.

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

smayer97

Quicken Marcus said:

Yup.  That's a good idea.  I'll write up a ticket for this now.  We have a bunch of new developers starting soon and I think things like this are perfect for a new developer.  They are small but could have a huge impact on customer's usage of the product.  Thanks again for suggesting it.   

I have some additional questions.  Would you need to be able to toggle it on and off quickly or could it be in Preferences.  Also, how was it done in 2007?  Did you like the way it was done in 2007?

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Unknown

I'd like this on a per-view basis, as when I'm in the normal register view I want it to auto-expand, but when I'm in the reconcile view, as the original poster mentioned, I may not want it expanding when I click the "Reconciled" checkbox (so, of course, for me, just making it not expand if the *checkbox* is clicked (vs. anywhere else on the line) would be the best

Unknown

While on the subject of split transactions, I use them a lot and it's infuriating that I can't do normal transaction-type editing within the split detail. For example, I can't multiply select split items and set their category, tags, etc.... I have to go to each one and manually set it. Very painful when there are like 10 splits (which I have for, say, an amazon order or an insurance company bill)
Thanks!

smayer97

kbern said:

While on the subject of split transactions, I use them a lot and it's infuriating that I can't do normal transaction-type editing within the split detail. For example, I can't multiply select split items and set their category, tags, etc.... I have to go to each one and manually set it. Very painful when there are like 10 splits (which I have for, say, an amazon order or an insurance company bill)
Thanks!

Please clarify....what exactly do you mean you cannot edit the split details? Then how are you assigning categorization to the split?

Also, what specific version of Quicken are you using?

Unknown

kbern said:

While on the subject of split transactions, I use them a lot and it's infuriating that I can't do normal transaction-type editing within the split detail. For example, I can't multiply select split items and set their category, tags, etc.... I have to go to each one and manually set it. Very painful when there are like 10 splits (which I have for, say, an amazon order or an insurance company bill)
Thanks!

Creating new thread for visibility


Please reference the new conversation here: Split transactions in Qmac

Unknown

kbern said:

I'd like this on a per-view basis, as when I'm in the normal register view I want it to auto-expand, but when I'm in the reconcile view, as the original poster mentioned, I may not want it expanding when I click the "Reconciled" checkbox (so, of course, for me, just making it not expand if the *checkbox* is clicked (vs. anywhere else on the line) would be the best

Merging into newly created thread


Please reference the new conversation here: Split transactions

smayer97

You may also want to add your VOTE for other features related to Data Entry and Usability Options and Features

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smayer97

I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

To do that, I suggest you read this FAQ on how to filter the IDEAS to just show the ones for the Mac version, then VOTE to your heart's content:
https://getsatisfaction.com/quickencommunity/topics/quicken-getsat-faq-how-to-filter-conversations-d...

The following are some of the many feature requests you will find:

• List of Requests for Report Types
• List of Requests for Report Related Features
  
• Restore Transactions Downloading Acceptance and Matching workflow 
• List of Requests for Reconciliation Process
• List of Requests for Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance)
  
• Add QuickMath functionality
  
• Loan Amortization
  
• List of Requests Related to Investments
• True multi-currency conversion support
• List of Requests Related to Budgets
  
• List of Requests for User Interface Options and Features
  

and many others.

Click on each link above, then be sure to scroll down each page, as some contain lists of related features. Then VOTE on EACH IDEA separately that you are interested in.

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Snoopy FC

I think this idea has been addressed under QM2017 v4.4.0

RickO

This idea has only been partially addressed. In QM2017, we now have the ability to not auto-expand splits in the register and reconcile window.

We still do not have the ability to keep splits collapsed in reports and export to CSV of register transactions. This is greatly needed.

Unknown

Quicken Marcus said:

Yup.  That's a good idea.  I'll write up a ticket for this now.  We have a bunch of new developers starting soon and I think things like this are perfect for a new developer.  They are small but could have a huge impact on customer's usage of the product.  Thanks again for suggesting it.   

I have some additional questions.  Would you need to be able to toggle it on and off quickly or could it be in Preferences.  Also, how was it done in 2007?  Did you like the way it was done in 2007?

Why not just make it so a double click on the transaction opens the split, and a single click does not?

RickO

Quicken Marcus said:

Yup.  That's a good idea.  I'll write up a ticket for this now.  We have a bunch of new developers starting soon and I think things like this are perfect for a new developer.  They are small but could have a huge impact on customer's usage of the product.  Thanks again for suggesting it.   

I have some additional questions.  Would you need to be able to toggle it on and off quickly or could it be in Preferences.  Also, how was it done in 2007?  Did you like the way it was done in 2007?

John, This is a pretty old thread. Version 4.4.0 added the user preference to disable automatic opening of splits:



As now implemented, if you turn off these options, then double click opens the split and single click does not, as you suggest.

Unknown

Quicken Marcus said:

Yup.  That's a good idea.  I'll write up a ticket for this now.  We have a bunch of new developers starting soon and I think things like this are perfect for a new developer.  They are small but could have a huge impact on customer's usage of the product.  Thanks again for suggesting it.   

I have some additional questions.  Would you need to be able to toggle it on and off quickly or could it be in Preferences.  Also, how was it done in 2007?  Did you like the way it was done in 2007?

That would be great, but QM 2017 requires OSX 10.10   :^(

smayer97

RickO said:

This idea has only been partially addressed. In QM2017, we now have the ability to not auto-expand splits in the register and reconcile window.

We still do not have the ability to keep splits collapsed in reports and export to CSV of register transactions. This is greatly needed.

Also, as posted above over 6 months ago, there is also the need for preferences to be able to control when a split is auto-collapsed or not, like in QM2007, which has not been implemented.

Bill Blaney

In browsing this and similar discussions about split transaction detail, I don't see a way to show the split transactions in lieu of the combined transaction, in the transaction register.  In the register, I want to sort on (say) Category and allow the split details to go to their separate Categories.  This is for Quicken 2017 running in Windows 10. 

Concordman

Bill Blaney said:

In browsing this and similar discussions about split transaction detail, I don't see a way to show the split transactions in lieu of the combined transaction, in the transaction register.  In the register, I want to sort on (say) Category and allow the split details to go to their separate Categories.  This is for Quicken 2017 running in Windows 10. 

QW or QM ?

RickO

Bill Blaney said:

In browsing this and similar discussions about split transaction detail, I don't see a way to show the split transactions in lieu of the combined transaction, in the transaction register.  In the register, I want to sort on (say) Category and allow the split details to go to their separate Categories.  This is for Quicken 2017 running in Windows 10. 

Bill, you are posting in a Quicken for Mac thread. Please start your own question and check the box for Quicken for Windows in that new question.

Bill Blaney

Quicken Marcus said:

Yup.  That's a good idea.  I'll write up a ticket for this now.  We have a bunch of new developers starting soon and I think things like this are perfect for a new developer.  They are small but could have a huge impact on customer's usage of the product.  Thanks again for suggesting it.   

I have some additional questions.  Would you need to be able to toggle it on and off quickly or could it be in Preferences.  Also, how was it done in 2007?  Did you like the way it was done in 2007?

Are the preferences about split transactions available in Quicken for Mac, but not Quicken for Windows?  That would be odd.  I have Quicken 2017 for Windows and Windows 10. 

smayer97

Quicken Marcus said:

Yup.  That's a good idea.  I'll write up a ticket for this now.  We have a bunch of new developers starting soon and I think things like this are perfect for a new developer.  They are small but could have a huge impact on customer's usage of the product.  Thanks again for suggesting it.   

I have some additional questions.  Would you need to be able to toggle it on and off quickly or could it be in Preferences.  Also, how was it done in 2007?  Did you like the way it was done in 2007?

They are completely different products, with their own development, though there is an effort to bring parity to both...only time will tell...LOTS of time at the pace they are going.

Bill Blaney

Bill Blaney said:

In browsing this and similar discussions about split transaction detail, I don't see a way to show the split transactions in lieu of the combined transaction, in the transaction register.  In the register, I want to sort on (say) Category and allow the split details to go to their separate Categories.  This is for Quicken 2017 running in Windows 10. 

Thanks for pointing out the obvious.  Live and learn! I will re-post this in the Quicken for Windows forum. Because I have Quicken 2017 and Windows 10.  Please excuse the mixup.  I found this thread through a search and thought Windows users might benefit from this information.  It's interesting that there's not a lot in common with Quicken on the two platforms. 

smayer97

I just want to emphasize how only half (1/2) of this IDEA has been implemented in QM2017 v4.5, released April 2017, as per the 2017 Release Notes; the option to auto-expand splits when you click on a transaction with splits, both in the register and the reconciliation screen.

What has yet to be implemented is the following (as noted above here):

• option to allow Automatically Closing Splits when you click out of a split transaction, like in QM2007
• keyboard shortcuts to both open of close a split
• Also on reports...should have option to show/hide splits, like QM2007 and QWin. . 

If you have not, be sure to click VOTE at the top of this page to have the rest of this feature implemented. YOUR VOTES matter!

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jacobs

@smayer97, perhaps I'm not understanding your first bullet point. Anytime you click out of an open split transaction, the split transaction automatically closes. 

And for the second bullet point, these already exist. Common-Option-S opens a split, and you can close it with the standard Mac Command-period or Escape.

The last bullet point likely belongs in one of the idea threads on reports.

JeffreyMcCraeDeniseMcCrae

> @Drew said:
> I miss the feature of Q2007 where I actually had the option of toggling the function where split transactions are expanded to show all the splits.   I would rather be able to turn that feature off, as I use splits a lot and their default expansion in the current version takes up a lot of screen real estate and degrades the user experience.

smayer97

.....

smayer97

Have you tried turning off the first setting as shown in the Preferences dialogue box above? see https://community.quicken.com/discussion/comment/18517462/#Comment_18517462