Add Option to Search in Hidden Account Registers in Quicken for Mac (56 Legacy Votes)

smayer97

Currently you can only search in visible accounts. Add the option to search ALL accounts (like in QM2007).

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smayer97

You may also want to add your VOTE for the Option to Search Invisible and Visible Fields, here: https://getsatisfaction.com/quickencommunity/topics/add-option-to-search-invisible-and-visible-field...

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

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

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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 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
  
• Improve the Bill Reminders Graph (aka Forecast or Projected Balance)
  
• Add QuickMath functionality
  
• 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!


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Snoopy FC

I agree.  I was just searching for something tonight, but couldn't find it because it was listed in an account I had hidden just because it's not active currently. However, that doesn't mean there isn't valuable information in those hidden accounts.  Please fix this.  

Snoopy FC

Still waiting for this feature to be addressed as of QM2017 v4.4.1.  

brucel

This reply was created from a merged topic originally titled Add Transactions search filter option to include/exclude "hidden" transactions.


Currently, the only way to search for transactions that are hidden (i.e. contained within the register for a hidden account), is to either "unhide" all the accounts or create a custom report that includes hidden accounts/transactions.  In both cases it is cumbersome, particularly temporarily unhiding accounts, especially in a legacy data file that could have dozens of hidden/inactive accounts (as is the my case).  In fact, currently the Transactions view is the only means available to select transactions for bulk changes such as re-categorization or tagging.  When re-categorizing, you must be able to re-categorize the hidden transactions in order to delete the original category and the current UI does not directly support that use case.

The idea is to provide a new Transaction search filter option as a convenience to include hidden transactions. Here is a simple mock-up to convey the idea.

magoodm

Excellent idea. That would be very helpful and frequently used.

qmac_scott

@brucel, the check box is a very nice clean way to handle this. I think I was envisioning a separate search window or an option in the current search field... but this is much better. Plus it just makes sense since the window is called "All Transactions". I could see someone simply wanting to see all accounts in one window, even hidden ones. The check box solves both problems.

Snoopy FC

@brucel, the check box is a very nice clean way to handle this. I think I was envisioning a separate search window or an option in the current search field... but this is much better. Plus it just makes sense since the window is called "All Transactions". I could see someone simply wanting to see all accounts in one window, even hidden ones. The check box solves both problems.

GREAT idea!  Wish I'd thought of it.  Hope it gets implemented.  

Michael Heathman

This reply was created from a merged topic originally titled Quicken for Mac 2018 Suggestion: :Provide option in Transaction Register search t....


Editing / consolidating 20 yrs of changing Categories using Transaction Register and Get Info. Pretty good, but have to show / hide 10s of Hidden Accounts. Please add option to Transaction Register to search / show transactions in Hidden Accounts. Thanks.

DL Kirkwood

This reply was created from a merged topic originally titled Move to Hidden Account / Mac.


This reply was created from a merged topic originally titled Moving to merge.UNHIDE  the account;  search; report; HIDE account again.

Note: This conversation was created from a reply on: List of Requests for Data Entry and Usability Configuration Options and Features.

Note: This conversation was created from a reply on: Improve Batch Editing to include changing Split transactions.

Michael Heathman

Hide / unhide works reasonably well for one account.  For 50 accounts, I'd have to manually individually select and unhide 50 accounts, remember them, then manually individually reselect them and re-hide them.  A bit laborious.  A transaction search option to include hidden accounts in search and show would be so much simpler.

smayer97

Hide / unhide works reasonably well for one account.  For 50 accounts, I'd have to manually individually select and unhide 50 accounts, remember them, then manually individually reselect them and re-hide them.  A bit laborious.  A transaction search option to include hidden accounts in search and show would be so much simpler.

Sounds like you would be most interested in the following. You can add your VOTE to 
Add option to Hide/Unhide Accounts all at once.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.

While you are at it, you may want to add your VOTE to related IDEAS found on the 
List of Requests for Data Entry and Usability Options and Features. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!

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[email protected]

I still think this is a better way to do this: https://getsatisfaction.com/quickenco...

smayer97

I still think this is a better way to do this: https://getsatisfaction.com/quickenco...

This IDEA request is about the 'what'... that is the ability to include hidden accounts so that results can still show up. Your request is about the 'how'...

In QM2007, a hidden account does not show up in the Accounts list (similar to the Sidebar), nor does it show up in the Main Menu of accounts BUT are always available to be included in reports, searches, etc. I find this implementation works perfectly fine for most (if not all) scenarios.

Of course, there are use cases to exclude them in multiple scenarios. And I think at the end of the day, we are simply looking for an easy way to control this without interfering with common tasks like searches, reports, etc.

So hoping that whatever the implementation, it uses as few clicks/steps as possible for each scenario.

smayer97

See recent (rare) update from Quicken Marcus here:
https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-subscription-v5-9-released?topic...

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William Day

Over the years credit cards, bank accounts, etc. come and go but the need to search for specific expenses (e.g. Kitchen Repair) frequently surface.  It would be nice to be able to search across all Accounts, both those displayed and not-displayed in the sidebar Account List.

smayer97

So you are asking about being able to include hidden accounts in searches, right?

jacobs

If you want to see this functionality, please take a second to Vote for it. In the blue box under the first post at the top of this page, click the little triangle under the vote total and wait a second or two until you see your vote registered. (It's not the best user interface, but it's all we've got!) (Also, know that in the transition from the previous Quicken Community forum to this one in February 2019, the old vote totals did not make the transition, but they are preserved at Quicken HQ. So don't be dissuaded from voting on an idea that has 1 or 2 votes; there were many more that came before which just aren't visible here at this time.)

William Day

Back in 2000 we remodeled our kitchen.  Since then the credit card(s) and/or bank account(s) we used to pay the bills are no longer being used by us (they are hidden accounts in Quicken for Mac), but the need to be able to research this expenditure still exists.  It would be nice if one could 'highlight' the "All Transactions" found at the top of the Accounts sidebar and search ALL accounts (hidden & displayed) for such expenditures using key words (in this case kitchen).  Searching "All Transactions" currently searches only the non-hidden (i.e actively displayed) accounts.

Albert Krauss

a search in all accounts would be a welcome and huge improvement

jppittman2

Occasionally, I am looking for some historical data that is in an account that I closed and hid from lists in the "Hide and Show Accounts" screen but left 'Reports' unchecked (Quicken Mac) thinking those accounts would be searched. They aren't (unless I am doing something wrong), so I have to unhide accounts so they can be searched from the register search bar.

Would like to suggest adding another column on the "Hide and Show Accounts" screen called 'Include in Searches' next to the List and Report columns or include accounts that have not been hidden from Reports.

Thanks.

jacobs

@jppittman2 It's a great idea; I run into this all the time. 

Here's the better news: this has already been requested in this Idea thread that dates back nearly three years ago.

Here's the best news: If you look at the blue voting box after the first post in that link, you'll see the status is marked "Planned." This is one of the rare instances on this site in which the developers have definitively indicated that a requested feature is on the drawing board for implementaton. Yay! The only bad news: we have no idea when this feature will be delivered. But at least the developers agree this is a needed feature, and have it planned for some future release.

jacobs

One addendum that might actually resolve your need right now: this is partly implemented already, for Reports, but not for Search. On a report, if you click Customize, and the bottom of the pane that pops up, there is a checkbox to "Include accounts hidden from reports", which tells the report to include all acocunts, including those marked as hidden. Check your existing reports to see if this is checked or unchecked.