Add Ability to Set Default Columns, Sort and Sizes to Registers (125 Legacy/Merged Votes)
smayer97
SuperUser ✭✭✭✭✭
It would be extremely helpful and a real time saver to have the ability to define global default settings for columns names, order and column widths with the following features:
- provide ability to define columns selection, order and column widths for each type of account.
- include with these settings ability to preserve Sort Order
(Consider using equivalent column names for different account types, e.g. if set to show credit and debit columns for credit cards, use equivalent payment and deposit columns for bank. This will minimize the number of separate default settings needed)
- continue to provide ability to override settings on an individual account register basis
- provide ability to apply/re-apply default settings to existing account
- provide ability to apply settings to all (or maybe a variation to allow the user to select which accounts to apply settings, to select anywhere from 1 to all accounts)
- provide a reset to Quicken Defaults
In case it is not clear, should be available for investment accounts too.
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Be sure to click the little grey triangle under the VOTE count in the blue banner (below), so your vote will count (it may take a moment for your vote to register).
- provide ability to define columns selection, order and column widths for each type of account.
- include with these settings ability to preserve Sort Order
(Consider using equivalent column names for different account types, e.g. if set to show credit and debit columns for credit cards, use equivalent payment and deposit columns for bank. This will minimize the number of separate default settings needed)
- continue to provide ability to override settings on an individual account register basis
- provide ability to apply/re-apply default settings to existing account
- provide ability to apply settings to all (or maybe a variation to allow the user to select which accounts to apply settings, to select anywhere from 1 to all accounts)
- provide a reset to Quicken Defaults
In case it is not clear, should be available for investment accounts too.
--------------------------------
Be sure to click the little grey triangle under the VOTE count in the blue banner (below), so your vote will count (it may take a moment for your vote to register).
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Your VOTES matter!
P.S. I have over 180 accounts, about 90 active, about 90 hidden, so this would be extremely helpful.
Your VOTES matter!
P.S. I have over 180 accounts, about 90 active, about 90 hidden, so this would be extremely helpful.
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(Canadian Q user since '92, STILL using QM2007)
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Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
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27

Comments
- continue to allow resizing of columns (or if they have to be fixed sizes, allow the column widths to resize as the the window for the account register is resized).
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- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
But yes, an apply to all would be helpful too...especially in the situation when you want to restore all accounts...
Actually, maybe a variation would be to allow the user to select which accounts to apply settings, so you can select anywhere from 1 to all accounts to apply changes.
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
To do that, I suggest you read this FAQ on how to filter the IDEAS on this forum 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 and Related Features
- Restore Transactions Downloading Acceptance and Matching workflow
- Option to Have Debits and Credits Tallied Separately for Reconciliation Process
- Add ability to track/store Prior Reconciled Statements/periods
- True multi-currency conversion support
- many requests for configuration options
and many others.Be sure to scroll down the page, as some contain lists 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 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.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
- Improve the Bill Reminders Graph (aka Forecast or Projected Balance)
- Add QuickMath functionality
Be sure to 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 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.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
- 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
- List of Requests Related to Budgets
- List of Requests for Data Entry and Usability Options and Features
- 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.
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.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
Would like to adjust the columns width on printed reports. As it is now when I attempt to print report of transaction the account takes up half the page. My account names are not that long. The current setup prevents me from having all the info on one page. Work around is to export csv file and print from Numbers.
I have moved you to the Idea thread for your feature request.
Make sure to add your vote!
-Thanks!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
Currently i have many accounts within different categories. Such as 5 in Cash, 5 in Credit, 2 in Investing, and 6 in Property and Debt. Typically the columns would be the same in any one category such as credit or cash. I would like to see if possible a way to apply a setting to one account in any of the categories and then have it apply to the other accounts in that same category. The reason I ask this is sometimes I find I have to tweak how i view the data, and when i like it for a specific account and want to make it universal across the board within any one category I will then have to go to each of the remaining accounts to make that change.
You might also want to vote for this Idea topic which is more recent and similar, but asks specifically for specifying columns widths numerically so they can be made to match between accounts.