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 black triangle under the VOTE count in the yellow 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).(If the triangle is grey, your vote has already been 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
• 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.

dsnidey

It's time to overhaul the filter and search functionality in the register. The pull-downs for Date, Type, Status are handy but too limited. How about a full Filter + Search capability where I can filter on a specific tag, like Groceries, then search within those results using the Search capability. Allow the combination of multiple filters. Also rethink the buttons for Transactions | Spending | Income as these are redundant. I realize Reports can do a lot of this, but I have done extensive projects in Quicken and the best tool is the register, not reports. Reports are fussy and time-consuming.

Quicken Jasmine

Hi @dsnidey,

Thank you for reaching out to the Community with your request.

I went ahead and merged your Idea to this active Idea thread regarding this topic.

Ideas are reviewed by our Development and Product teams to see what features people would like to have available in the future. Please, be sure to add your own vote as well by clicking the up arrow (see example below).

Thank you, 
Quicken Jasmine

garry4

>>It's time to overhaul the filter and search functionality in the register.<< --YES THIS--it's so frustrating that a database has such limited search/filter functionality.

AGGSpeaker

I'd sure love it The "Search All Visible Columns" search box in transaction view could have improved search options using nested operators similar to Gmail or Evernote. For example I used to rename Apple charges as iTunes which just kind of stuck around. Eventually I changed it to "Apple Apps" as we use Quicken for our small business CC expenses which has some of those as well. Therefore entries are mixed for business and personal entertainment. I would love to be able to do something like ("Apple OR iTunes" after: 3/15/2022 -category:Entertainment). Another is ranges similar to dates. (e.g. Within the last 14 days). Google lets you search for numeric values in a range e.g. "Chevy 1955..1957" which provides all the values between 1955,1956, and 1957. Quicken is all about finding stuff. But having to always do so in the Reports section is tedious for one-off searches.

Quicken Jasmine

Hello @AGGSpeaker,

Thank you for reaching out to the Community with your request.

I went ahead and merged your Idea to this active Idea thread regarding this topic.

Ideas are reviewed by our Development and Product teams to see what features people would like to have available in the future. Please, be sure to add your own vote as well by clicking the up arrow (see example below).

Thank you!

A Brown

have a feature where you can search via multiple criteria like payee name and amount threshold (example less than 20.00). also an ability to save said search criteria

Quicken Anja

Hello @A Brown,

Thank you for reaching out to the Community with your request.

I went ahead and merged your Idea to this already active Idea thread regarding this topic.

Thank you!

Fred8

https://community.quicken.com/profile/smayer97 suggestion is spot on:

It should also include a few more features:

• ability to perform AND and OR type searches

This one change would greatly increase the utility of the reports.

Tom Claffy

After researching reports capabilities, I see that Quicken supports replacing data directly from reports. Based on the very powerful search capabilities in the reports customize window, this need seems to be have been met.

jacobs

I see that Quicken supports replacing data directly from reports. Based on the very powerful search capabilities in the reports customize window, this need seems to be have been met.

Definteitely not! This request is for complex/compound searches. Depending on what you're searching for, you might be able to get what you want. If you want to search only current and former checking accounts for a certain tag, you can do that. But if you want to search those accounts for matching text in a memo field, you can't. If you want to search those accounts for transactions which do NOT have a specific tag, you can't. If you want to search an account for transactions over $500, you can't. If you want to find any old transactions between $1,000 and $1,500, you can't. Etc. The request is for searches which are exact matches, number ranges, or compound criteria — none of which is currently possible.

phil66

Nobody should have to justify giving the MacOS version parity with the Windows version. Having to vote for a feature that previously existed in Windows is bad form. I'm not talking about making huge improvements, just not forgetting/dropping features that loyal users were using and then finding out after dishing out money for upgrades that they were taken away.

jacobs

@phil66 Nothing was “taken away”; many things just haven’t yet been created for the Mac version, which was rebuilt from the ground up last decade. And the purpose of Ideas here and voting for them is to help influence the priority ordering of feature development.

It would be great if the developers could create all the desired features in a snap, but they can’t; Quicken is complex software, and the Mac development team is pretty small — so it’s taking many years for them to work their way through all the feature requests.