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Allow reordering of split entries (33 Legacy Votes)

RickORickO SuperUser ✭✭✭✭✭
Please add the ability to re-order split entries. This would be especially helpful in making long splits for paychecks match the pay stub.

If you like this idea, please VOTE for it at the top.

(Edited to Remove Year)
Quicken Mac Subscription; Quicken Mac user since the early 90s
5
5 votes

No Status · Last Updated

Comments

  • ericrose12ericrose12 Member ✭✭
    edited May 2017
    It would be nice to have a nice GUI for entering in a paycheck!
  • RickORickO SuperUser ✭✭✭✭✭
    edited July 2017
    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 90s
  • ericrose12ericrose12 Member ✭✭
    edited August 2018
    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. 
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited January 2017

    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. 

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    (
    Canadian Q user since '92, STILL using QM2007)

  • Unknown Member
    edited July 2017
    I, too, would like to have the ability to reorder a split transaction and have "voted" for it.
  • CrashmeisterCrashmeister Member ✭✭
    edited July 2017
    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.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018
    This IDEA has been added to the List of Requests for Data Entry and Usability Options and FeaturesYou 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:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    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


    (
    Canadian Q user since '92, STILL using QM2007)

  • Unknown Member
    edited July 2017
    RickO said:

    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.
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