Add Ability to Set Default Columns, Sort and Sizes to Registers (125 Legacy/Merged Votes) (Q Mac)

smayer97

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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P.S. I have over 180 accounts, about 90 active, about 90 hidden, so this would be extremely helpful.

smayer97

Forgot to mention the following option:
- 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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Snoopy FC

As much as I do like the infinite account customization, this would simplify things and would be similar to the setup of QM2007.  The more accounts a person has, the more tedious the infinite settings become.  Perhaps a button could be added to make the changes universal through all accounts.  

smayer97

As much as I do like the infinite account customization, this would simplify things and would be similar to the setup of QM2007.  The more accounts a person has, the more tedious the infinite settings become.  Perhaps a button could be added to make the changes universal through all accounts.  

The original idea was that if an account has not had it's settings changed, it should take on the default settings. 

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.

smayer97

Another feature that should be included with these settings is preserving Sort Order.

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Unknown

I had posted a similar idea separately but this request is older so

smayer97

[deleted - clean-up]

Unknown

As much as I do like the infinite account customization, this would simplify things and would be similar to the setup of QM2007.  The more accounts a person has, the more tedious the infinite settings become.  Perhaps a button could be added to make the changes universal through all accounts.  

That's also my major grievance with the current UI - it's fine if you only have a few accounts, but once they get into the double-digits you aren't going to want to fiddle with each individual display. Especially for people upgrading from an older version, which is probably a large portion of their customer base.

smayer97

[deleted - clean-up]

smayer97

Forgot to mention the following option:
- 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).

Click "Follow" at the top if you want to receive notifications of any replies to this thread. 

In case it is not clear, should be available for investment accounts too.

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

smayer97

[deleted - clean-up]

Unknown

As much as I do like the infinite account customization, this would simplify things and would be similar to the setup of QM2007.  The more accounts a person has, the more tedious the infinite settings become.  Perhaps a button could be added to make the changes universal through all accounts.  

This would be a great idea - but I would further suggest that there be a separate button for investment accounts and cash/bank accounts

Unknown

In the MAC version, you should add the possibility to choose by which field and the sort order . Example the Payer Summary report is sortes only by the negative amount to positive amount. We should be able also to sort by payer.

Unknown

Why just MAC??  Why not globally for all platforms?  Quicken is Quicken.  It should work the same regardless of the OS you are using.  And just my 2 cents - It's annoying when you use a 2-line register display and NOT be able to adjust the 2nd line columns.  What a waste of space!  How about it, Intuit - get with the program - fix the program.  Thanks and have a good day.

Unknown

I thought I aways was able to do those things on a PC.  When I switched to MAC is when I ran into problems.

Unknown

Report customization is key! Page Breaks, Font Size, Column width, Bold & color text options. Report customization should be a big priority with development team.

Unknown

This reply was created from a merged topic originally titled Allow adjust of column size on reports.


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.  

Quicken_Tyka

This reply was created from a merged topic originally titled Allow adjust of column size on reports.


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.  

Hey Karl,

I have moved you to the Idea thread for your feature request.

Make sure to add your vote!

-Thanks!

HansT

For the love of Bob, Quicken, implement this!  It's just a no-brainer!

smayer97

For the love of Bob, Quicken, implement this!  It's just a no-brainer!

The concept is simple...I doubt the implementation is... Anyway, as much as I would like this too, there are much more important features they are focused on. So we will have to wait and see where this fits into their list of priorities; and it is a LONG list.

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GreyCrown

This reply was created from a merged topic originally titled Adding Columns Globally.


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.

Ed Assenheimer

Just to add my two cents on this. I like having all the registers to be the same columns with same widths. That way, moving from one to another the eye (brain) does not need to do any adjusting. A small bit of effort to make, but, over time small efforts fatigue. Therefore, the initial enhancement would be a user's default template. The next level would be, as many noted, account type templates. One level more would be user named templates and the user can assign a template to each account.

jcstigliani

I totally agree! I finally updated from Quicken 2007 and it's been a time-consuming and tedious process to standardize the columns on all my accounts. 

jacobs

@jcstigliani Well, the good news is that once you do get your various registers set up the way you want them, you don't typically need to do a lot of tweaking of them; that is, this is (mostly) a start-up inconvenience. And that's probably why this has been further down on the developers' list of priorities. There are still a things users cannot do with Quicken Mac that they need to focus on; over time, they'll be able to go back and refine some of the existing functionality to make it nicer/easier to work with.

HansT

I have been begging for a method of conforming column sizes/positions between various Account Windows/Views. I have 8 bank accounts and 8 credit card accounts, and I want the column sizes/positions to be identical for each group. Right now, this is next to impossible to achieve - obviously, it's not hard to get the columns in the same relative positions, but getting them to all be exactly the same sizes is pretty much impossible. Having a template function where I could get one account to look just right and then save that layout as a template that I could then apply to any other account would solve my problem. Please, please, add this feature. Thank you.

jacobs

@HansT This is a longstanding request of Quicken users. Your original post has been merged with this original Idea thread; this thread has more than 130 user votes (123 "legacy" from the old forum plus 7 since the switch to this forum). Be sure toy cast your vote by going up to the beginning of this thread and finding the blue box after the originating post; click on the little gray arrow to cast your vote for this functionality. 

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. 

pwjuhnke

merged from "Add feature to Quicken for Mac: "Make all 1-line Savings/Checking/Credit registers like this""

Love the feature described above in Quicken for Windows, under Register Column Settings / More Options. Migrated to a new MacBook Pro, and can't find the same tool in Quicken Deluxe for Mac. The tool: "Columns / Reset to Default" is in Mac, but not "Make all registers like this". That's a very handy tool, please add it to Quicken for Mac when you can! Thanks!

mybank2002

This will be wonderful if this feature is added!

MrMoo

I recently switched back to Quicken for Mac after trying to adapt to Quicken for Windows. Although there were many things I liked about the Windows implementation, overall is was way too inflexible and felt like a really old, stubborn UI design that I had to fight with all the time. One of the things I DID like about the Windows version was the ability to apply custom column settings across accounts. This doesn't seem to be something that the Mac version can do and I found it really helpful.

JRMcG

These simple standards have been needed for more than a DECADE. I, too, have been using Quicken for more than thirty years. I suspect that "30 years" exceeds the ages of the current programers. ;) Being able to move between registers without having to reformat EACH one, EACH time is not a huge ask. Being able to renter a register at the point of last use is not a big ask.

jacobs

@JRMcG It would help if you could elaborate on what specific issues you're wanting Quicken to do. You wrote:

JRMcG said:

These simple standards have been needed for more than a DECADE.

I wanted to first make sure you're referring to Quicken Mac here. The modern version of Quicken Mac has only existed for the past 8 years, so I just wanted to make sure we're talking about the same thing.

JRMcG said:

Being able to move between registers without having to reformat EACH one, EACH time is not a huge ask.

I'm confused. If you change the formatting of a register — adding or removing columns, change the order of the columns, changing the width of the columns — those changes are retained the next time you visit the register, the next time you run Quicken. They're permanent unless you change them again. So what are you meaning about needing to reformat registers each time you visit it?

Further, the original request of this Idea post was partially implemented a while back. The developers found it difficult or impossible to apply formatting changes to all registers, because there are differences between different types of accounts. But they did add the functionality to format all registers of a certain type (e.g. checking, credit card, brokerage, etc) to contain the same columns. When you click the Columns icon n the bottom menu bar, there is an option near the bottom to "Apply to All [type] Accounts". This doesn't match he registers exactly in column order and width, but it does at least make the same columns visible in all the other registers of the same type. 

It would be nice if they went further and made the "Apply to All…" command also match the order and column width in all the fields of the same type. I suspect that since adjusting columns in registers is something that most people generally do once or only occasionally and then leave alone, the developers have decided to focus on some of the many other feature requests for Quicken Mac as higher priorities.