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

RickO

Please add the ability to re-order split entries. This would be especially helpful in making long splits for paychecks match the pay stub. (Companies change payroll systems, or new deductions are added, so the order of a pay stub sometimes changes.)

If you like this idea, please VOTE for it in the yellow box below.

(Edited for voting instructions and clarity.)

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Status: Under Consideration

Comments

ericrose12

It would be nice to have a nice GUI for entering in a paycheck!

RickO

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?

ericrose12

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.

smayer97

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.

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.

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.)

unknown

I, too, would like to have the ability to reorder a split transaction and have "voted" for it.

Crashmeister

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.

smayer97

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.)

unknown

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?

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.

Quicken Community

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 any

John_M

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.

unknown

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 them

Quicken_Tyka

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

jacobs

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

As part of this modernization of the user interface of the splits window, adding the ability to move rows of the split up and down -- by dragging up/down, or arrows to move up/down -- would be a nice improvement.

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.

smayer97

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.

texasaggievet

Hello. I am a big fan of Quicken and have been using it for over 20 years. I love the updates being made to Quicken for Mac.

I was wondering if I could offer one:

It would be nice if one could move the splits up and down on a split transaction. For example, I like to follow along my earning's statement for entering deduction line items. Unfortunately, my earnings' statements do not always have the deductions in the same order.

It would be neat if I could change the order of one or more deductions in the split by dragging the item to its new location in the split. Hope this makes sense!

jacobs

@texasaggievet A moderator has merged your post into this existing Idea thread seeking the same functionality you were asking for. Be sure to add your vote for this Idea by scrolling to the top of the page; locate the yellow box under the first post, and click the dark gray arrow under the vote counter so that it increases by one.

Roger_O

The Paycheck transactions are not the only ones to be singled out that could use the ability to have the splits rearranged, many types of transactions are entered and modeled after a statement of some kind. Utility payments of many types have multiple categories that breakdown into useful information. Rearranging split lines is an extremely useful ability. Adding the subtotals and other features like that would be beneficial at the same time. If this sub-feature is going to be re-vamped, let's re-design it to be flexible and practical.

Another type of split or (possibly entry) is the kind I get into occasionally, that being the ability to assign a dollar amount to more than one category. For instance, if I transfer a dollar amount to another account (a transfer) I sometimes want to assign it to a specific category too.

bsyeagley

I have long wanted this ability to fix my splits after the fact without the need to delete entries and re-add where I want them, in order to match my pay stub. This became a bigger deal when I finally decided to try and sync my account so I could use the mobile app. Once I setup the sync with my mobile app, the first thing I noticed was my carefully crafted paycheck split was horribly rearranged. Once I took the time to fix it and synced again, Quicken screwed it up all over again! I tried several times to correct this and after much frustration decided to disable the sync feature and abandon the idea of using the mobile application entirely. At this point, I'm not sure I would ever consider trying it again, without the ability to easily fix my split if it breaks again. I was so frustrated, that I was very close to cancelling my subscription altogether and looking for a different solution. I still haven't ruled that out…

eastsidemick

I'd like to see a simple enhancement that allows me to re-order a split transaction, moving a line up or down as I see fit. Now, I have to rename a line or delete and re-add how I want the split to be ordered. Thanks

Quicken Anja

Hello @eastsidemick,

Thank you for reaching out with your request.

Your idea has been merged into this already active Idea thread regarding the same request.

Thank you!