Allow reordering of split entries (38 Legacy Votes +4 Merged)

If you like this idea, please VOTE for it at the top.
(Edited to Remove Year)
Comments
-
It would be nice to have a nice GUI for entering in a paycheck!0
-
Personally, I don't see the advantage or need for a separate paycheck entry screen when a schedule split transaction works just fine. But difficult when you can't reorder the lines of the split.
I've not used the Windows version. What advantage(s) does the paycheck entry screen have over a scheduled split transaction with re-orderable lines?Quicken Mac Subscription; Quicken Mac user since the early 90s0 -
If you could re-order that would help a lot - but the paycheck GUI entry screen was very organized with sub total, etc. This way you know that a category group (pre-tax, taxes, post-tax deduction, etc) total was complete and accurate. This way you can easily find the extra penny.0
-
QM2007 has a paycheck wizard too...though I have never used it, since all it does is list all the potential splits for a paycheck. Good for newbies though.If you could re-order that would help a lot - but the paycheck GUI entry screen was very organized with sub total, etc. This way you know that a category group (pre-tax, taxes, post-tax deduction, etc) total was complete and accurate. This way you can easily find the extra penny.
You can add your VOTE to Add a Paycheck Wizard.
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.
While you are at it, you may want to add your VOTE to related IDEAS found on the List of Requests for Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance). Click on the underlined link, then follow the instructions to add your vote to more related ideas.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)Have Questions? Check out these FAQs:- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadianuser since '92, STILL using QM2007)
0 -
I, too, would like to have the ability to reorder a split transaction and have "voted" for it.1
-
This reply was created from a merged topic originally titled Allow re-ordering of split lines via drag and drop.
It would be most useful to be able to re-order the sequence of lines in a split transaction.
I have some large splits, and sometimes the matching statement changes. Having the split lines in the same sequence as the source document (statement/payslip etc.) makes it far easier to match details or find anomalies.
Thanks,
Craig.Nothing is foolproof to a sufficiently talented fool.1 -
This IDEA has been added to the List of Requests for Data Entry and Usability Options and Features. You may want to click on the underlined link, then follow the instructions to add your vote to other related IDEAS.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)Have Questions? Check out these FAQs:- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadianuser since '92, STILL using QM2007)
0 -
The Windows version paycheck has totals for gross pay, net pay, etc. It's a good verification that the numbers are entered correctly when compared to the values on a pay statement.Personally, I don't see the advantage or need for a separate paycheck entry screen when a schedule split transaction works just fine. But difficult when you can't reorder the lines of the split.
I've not used the Windows version. What advantage(s) does the paycheck entry screen have over a scheduled split transaction with re-orderable lines?0 -
Please allow us to change the order of the split categories in a transaction. This would make it much more efficient when entering in transaction with 20 splits, like my paycheck. It would be great if I could drag the order of the splits on my saved bill to match what is in my paycheck instead of having to scroll up and down trying to find each of the 20 in the list and making sure I don't miss any0
-
Does the order of your paycheck deductions change every pay period? If not, you should just fix it once and be done with it. It’s rather easy to “move” a few split lines by just inserting and deleting lines using the + and - symbols.0
-
They were in order until I updated to 2018 and the order was all changed. I plan on doing what you suggest once I get my first paycheck in 2018 as I have to update all the amounts anyway. I don't see why they don't let you drag them up and down, easier than deleting and recreating them0
-
Hello All
This Idea seems to have fallen stagnant and due to the Age of the request and lack of User Votes/Comments, will be archived within the next 7 business days.
If you would like to see this Idea kept alive and considered for possible future implementation in Quicken, be sure to Add your Vote and a comment explaining how this Idea would be beneficial for you.
More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.
Thank you,
Quicken Community Support Team
~~~***~~~0 -
While I don't need this often, I think it would be a good improvement.
In reality, the code for the entire splits sub-window needs to be re-written. It's one of the pieces of the program that came over from the decade-old Essentials code base, and it just doesn't fit well with the user interface of the register. The splits window should follow the settings of the register:- show/hide columns to match the register
- follow the column order of the register
- follow the column widths the register
- support dark mode, for which every window and interface element needs to be updated
I agree with the comment above about re-arranging our paycheck deposits. When payroll vendors change their software and re-order deductions, it would be nice to be able to quickly update the scheduled transaction in Quicken to match. And I periodically have other transactions with multiple splits where it would be nice to re-order the splits for one reason or another.
Quicken Mac Subscription • Quicken user since 19931 -
Agreed!
I would use this a lot!!! Instead i have to insert line, copy, paste, delete, that I have to do for each field, just to "move" one line.
Have Questions? Check out these FAQs:- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadianuser since '92, STILL using QM2007)
1