Expanding split transactions (126 Legacy Votes)

DrewDrew Member
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.
1
1 votes

New · Last Updated

Comments

  • Quicken MarcusQuicken Marcus Employee ✭✭✭
    edited January 27
    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?
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited February 2017

    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.)

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

    (Canadian  user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited March 2017

    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.)

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

    (Canadian  user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited February 2017

    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?

    Remember to click on the link above to go there, then click VOTE at the top of the page to increase the count and therefore its visibility to the developers.

    If you do not click VOTE at the top of the page, your vote will NOT be counted!

    Also, click "Follow" at the top if you want to receive notifications of any updates to this thread. 

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

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

    (Canadian  user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • kbernkbern Member
    edited January 2018
    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
  • kbernkbern Member
    edited August 2018
    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!
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2016
    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?

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

    (Canadian  user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • EdEd Member
    edited December 2016
    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
  • EdEd Member
    edited December 2016
    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
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018
    You may also want to add your VOTE for other features related to Data Entry and Usability Options and Features

    First, click on the underlined link, then be sure to scroll down the page, as it contains a list of related features. Click on the link to EACH IDEA separately that you are interested in, then click the VOTE button at the top of EACH page that opens up respectively to increase the count and therefore its visibility to the developers.

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

     

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

    (Canadian  user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018
    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: 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.

    If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!


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

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

    (Canadian  user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • Snoopy FCSnoopy FC Member ✭✭✭
    edited February 2017
    I think this idea has been addressed under QM2017 v4.4.0
    QMac Subscription - iMac - Quicken Mac user since 1995
  • RickORickO SuperUser ✭✭✭✭✭
    edited August 2018
    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.
  • edited March 2017

    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?
  • RickORickO SuperUser ✭✭✭✭✭
    edited March 2017

    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:

    image

    As now implemented, if you turn off these options, then double click opens the split and single click does not, as you suggest.
  • edited March 2017

    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   :^(
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited March 2017
    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.

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

    (Canadian  user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • Bill BlaneyBill Blaney Member ✭✭
    edited January 27
    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. 
  • ConcordmanConcordman Member ✭✭✭✭
    edited March 2017

    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 ?
  • RickORickO SuperUser ✭✭✭✭✭
    edited March 2017

    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 BlaneyBill Blaney Member ✭✭
    edited March 2017

    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. 
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited April 2017

    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.

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

    (Canadian  user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • Bill BlaneyBill Blaney Member ✭✭
    edited April 2017

    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. 
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited September 2018
    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!

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

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

    (Canadian  user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited November 2018
    @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.
    QMac 2007 & QMac Subscription • Quicken user since 1993
Sign In or Register to comment.