Add support for complex searches (using ==, >, exact match) on accounts filters (35 Legacy Votes)

Quicken Community

Add support for complex searches (using ==, >, exact match, etc.) on accounts filters

smayer97

I suspect using syntax like that would appeal to only a very small technically minded population.

That said, the general idea is still valid; to provide a way to search for 'not equal to', 'greater than', 'less than', 'contains', 'exact match', 'starts with', 'ends with', etc. both within an account or across accounts.

It should also include a few more features:

• ability to perform AND and OR type searches
• ability to select which field(s) to search, that is one or more specified fields

This is mostly available in QM2007. There should be something equivalent in the new Quicken for Mac, etc.

Be sure to click the little grey triangle under the VOTE count in the blue banner below, so your vote will 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 (it may take a moment for your vote to register).

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Your VOTES matter!

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
• List of Requests for Report Related Features
  
• Restore Transactions Downloading Acceptance and Matching workflow 
• Improve the Bill Reminders Graph (aka Forecast or Projected Balance)
  
• List of Requests for Reconciliation Process
• Add QuickMath functionality
  
• True multi-currency conversion support
  
• Loan Amortization
  
• Budget features
• List of Requests Related to Investments
  
• List of Requests for Data Entry and Usability Options and Features
  
• List of Requests for User Interface Options and Features
  

and many others.

Be sure to scroll down each 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.)

smayer97

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.)

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
• List of Requests for Report Related Features
  
• Restore Transactions Downloading Acceptance and Matching workflow 
• 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
• True multi-currency conversion support
• List of Requests Related to Budgets
  
• 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.)

Crashmeister

This reply was created from a merged topic originally titled Allow exclusions in search.


Please allow for exclusions in the search such as -xxx.

Example: I use asset accounts to simulate Savings Goals. When viewing the parent account, I sometimes want to exclude all 'goal' transactions from the view, to see a more accurate depiction of what is going on inside the actual account.

By allowing a search criteria, such as -goal (note the minus sign), the search should show all transactions that do not contain 'goal'.

This would be most useful in other situations as well.

Thanks.
Craig.

Robert B

smayer97 (QM2007, CDN user since '92) said:

I suspect using syntax like that would appeal to only a very small technically minded population.

That said, the general idea is still valid; to provide a way to search for 'not equal to', 'greater than', 'less than', 'contains', 'exact match', 'starts with', 'ends with', etc. both within an account or across accounts.

It should also include a few more features:

• ability to perform AND and OR type searches
• ability to select which field(s) to search, that is one or more specified fields

This is mostly available in QM2007. There should be something equivalent in the new Quicken for Mac, etc.

If you find this feature helpful, please be sure to click "VOTE" above to increase the count of this post and therefore its visibility to other users and to the developers.

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

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

The creation of a report in QM2007 was very well designed.  QM2018 needs to have better report functions, i.e:  

gerbouff

The ability to search "all transactions" is very useful. Enhancing the searching ability to use "and", "or", "contains", "does not contain", "date range", "amount range" conditions would make it a million times more useful!

jacobs

@gerbouff Your new Idea post was merged into this existing Idea thread for advanced search capabilities. Please be sure to vote for it by scrolling up to the top of the thread and finding the blue box under the first post, and then clicking the little gray triangle under the vote counter.