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Q Mac Calendar View - Color Code Transactions and Add Balance Bar Graph as with Windows Versions
Quicken Community
Employee mod
The addition of the calendar view in Q2017 for Mac is a step toward making the Mac version comparable to the Windows editions but visually it is a very impaired presentation in comparison. It is visually very difficult to discern entered transactions from pending transactions as they are the same color and shading. The only visible difference in the little clock symbol which takes a lot of close scrutiny to discern. Windows versions make this very easy by coloring pending transactions and having no color for entered transactions.
Similarly, there is no distinction between income and expense transactions except the tiny "-" sign, again requiring close scrutiny to find versus a clear color distinction between pending income and expense transactions. Windows Quicken versions handle this well. The Mac calendar does not meet basic visual design standards.
Finally, the absence of a bar graph at the bottom of the calendar view to graphically see at a glance balance information is also impairing. To determine balance, one must either look at each day in the calendar to find the low balance point and amount or leave the calendar entirely to the "bills" tab and customize a graph there. This really defeats the purpose and usefulness of the monthly calendar view.
Please add visually distinctive color/shading variation for pending versus entered transactions, income versus expense transactions, and a bar graph tracking daily balance. All of these features exist in the Windows versions of Quicken calendar view, are easily programmed, and are necessary to make the calendar a useful tool.
Thank you!
Similarly, there is no distinction between income and expense transactions except the tiny "-" sign, again requiring close scrutiny to find versus a clear color distinction between pending income and expense transactions. Windows Quicken versions handle this well. The Mac calendar does not meet basic visual design standards.
Finally, the absence of a bar graph at the bottom of the calendar view to graphically see at a glance balance information is also impairing. To determine balance, one must either look at each day in the calendar to find the low balance point and amount or leave the calendar entirely to the "bills" tab and customize a graph there. This really defeats the purpose and usefulness of the monthly calendar view.
Please add visually distinctive color/shading variation for pending versus entered transactions, income versus expense transactions, and a bar graph tracking daily balance. All of these features exist in the Windows versions of Quicken calendar view, are easily programmed, and are necessary to make the calendar a useful tool.
Thank you!
7
Comments
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Very well stated. I just switched from windows and these were things that I relied on for quick decisions. Their lack makes me consider continuing to run a Windows version under parallels.0
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The account balance graph colors are the same in Window 10 Quicken V 2017 R4 26.1.4.5.fdam said:Very well stated. I just switched from windows and these were things that I relied on for quick decisions. Their lack makes me consider continuing to run a Windows version under parallels.
When is this going to be fixed!?0 -
Quicken offers a 60 day money back guarantee , no questions asked.fdam said:Very well stated. I just switched from windows and these were things that I relied on for quick decisions. Their lack makes me consider continuing to run a Windows version under parallels.
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getting my money back doe not solve the issue for the many users.fdam said:Very well stated. I just switched from windows and these were things that I relied on for quick decisions. Their lack makes me consider continuing to run a Windows version under parallels.
It appears it has been an issue for 5 months. Maybe there is a better way to approach the issue.0 -
It would be nice to be able to customize the transaction colors in the calendar. This would make it easier to see what has been paid and what has not. Right now, every transaction is green.1
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Hello @djpatrickb,
Thank you for bringing this to the attention of the Community!
I went ahead and merged your post with an ongoing Idea for this same feature request.
Be sure to add your vote by clicking on the gray triangle right above the current vote count, located in the blue box at the beginning of this thread:
Thank you,
Quicken Natalie
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Agree, this is irritating and seems like it would be a simple add.1
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Could you please restore the "Add Note" function to the Calendar that existed in Quicken 2007 and earlier versions? This allowed notes to be attached to each day on the Calendar. Also, could you make it possible to import Calendar notes from Quicken 2007 and then also export those notes at PDFs for text files?0
