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Collapse Categories in Budget view (6 Legacy Votes)

hmday

Suggestion: add a collapse categories toggle to annual budget view

Find more posts tagged with

Planning Tools

Budgets

Windows

Reviewed

Status: Reviewed

Comments

unknown

I don't follow what you are talking about, you can already collapse the category groups, and the parent categories. And you can't really collapse a category, there isn't anything under it.

Are you talking about something like Collapse All, Expand All?

hmday

Yes a Collapse All or Expand All...When I select the planning tab and then select budgets, and the annual view is displayed, all categories are in the expanded view with all sub-categories displayed. I have to manually collapse each category to "roll up" the subcategories. When I return to the budget at a later date the categories are expanded and I have to repeat the steps to collapse each category. It should either remain as I left it when I reopen my budget or have a single toggle, as featured in other reports and displays, that will collapse all categories with a single selection.

Jim Blass

I agree. It is a PITB to have to collapse all the budget categories every time you open the Planning tab. I would rather have them all collapsed the first time I go in and them manually expand the one I want to look at.

unknown

I have the same problem. In my opinion the collapsed view should be the default view and then you expand as you need. Is there any way to submit a suggestion like this to Quicken to try to get this changed for a future release?

Jim Blass

Still a PITB. Seems like this would be a simple upgrade. I can only imagine this is aggravating to a large number of users. I think the default should be collapsed and then you can expand the categories you want to explore.

unknown

YES, I ditto this completely! I just spent 45 minutes looking for SOME where in Preferences or budget options to try and have categories default to collapsed view (or, however I left them last) in Planning. Quicken, can you please fix this? For all the pointless little option toggles which are available that I will NEVER use, this is a simple (useful) one that obviously was overlooked.

unknown

Not a perfect solution, but the budget reports have collapse/expand all as a feature. I think the intention is to use budget reports to analyze and review your budgets. The planning tab is for creating, setting and managing them.

user_reh

When I'm actively working on my budget, I also feel it is absolutely needed to collapse/expand all in a single click. It does seem obvious this should be included.

riggz609

Add a Plus/Minus Button above the column line that has all the individual Plus/Minus Buttons for budget categories. A single click would collapse or expand all budget categories at once. Seems to be a very useful feature that a lot of Quicken users would benefit from and should be fairly easy add to the program.

Thank you!

bmciance

Or, put “Expand All” and “Collapse All” buttons like on the Investing tab. Either would work for me.

added my vote....

riggz609

I wasn't aware they had the buttons in the investment tab because I haven't been able to use that tab yet due to having no extra money for investments, Hopefully someday.😊 But yes either way would work for me, just a real inconvenience having to expand/collapse all the categories when you have a lot of them.

vlnielsen

I agree with all above posters. We need an "expand all", "collapse all" function on the planning tab.

tpivnick

Solution: Reports >Other Reports >Category Summary

from there you can customize and save the report. On the right side (on Mac) there's a dropdown menu "Update view to show me".... has 3 options for different views that are equinalent to collapsing and/or Expanding Sub-categories, etc.
Hope this helps you all

UKR

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BShaffer

Created an account just to vote on this and add my two cents. I feel like Quicken is mid-2000's era software existing in 2020 - a lot of these features should be standard by now. I really, really want to like Quicken, but it's stuff like this that makes me wonder if I'd be less frustrated with a more modern competitor.

lcfillo

I find the inability to open the budget planning tool initially in collapsed mode annoying as well. Please add this customization to your next release. Thanks!

jrbrett

Agreed with all the above. Almost every other software tool since the 2000's has an Expand/Collapse All (and even Level!!! L1, L2, L3!!!!) It is silly we are even having this discussion. I pretty much stopped using the planning because it is so irritating.

imdcareys

Also agree with this idea along with the permutations in the discussion.

rich

agree with this idea

rlmcculley

Why is this so hard to do? This is one of the many frustrations that I face as a Quicken user. We pay a premium for this service, and it offers sub-standard support and functionality. JRBRETT has a valid point -

wacktech2020

Ditto, this has driven me nuts enough for years now that I've invested the time to find this thread.

Dennis18@

I'm new to Beta Tester, while exploring old topic I can across this suggestion.

After working with the budget and then move to another section it is frustrating that you can't return to the budget where you left off.

This would be a great enhancement.

brockmari

As others have mentioned, even if the tool would open by default with all categories collapsed it would be a great improvement. Much easier to be able to see all of the collapsed categories on 1 or a couple sheets and just open the ones you're working on. But a button to open and close at will would be even better.

Quicken Anja

Hello All,

This idea is getting close to reaching the number of votes needed to be reviewed by our Development Team for consideration.

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