QWin: Allow reordering of split lines in transaction entry dialog (8 Legacy Votes)

UKR
UKR SuperUser ✭✭✭✭✭

There's an Idea posted for the Mac version of Quicken suggesting to allow reordering of split lines in register transactions.
See here for reference: https://getsatisfaction.com/quickencommunity/topics/qm2017-allow-reordering-of-split-entries

I think, the same applies to the Windows version of Quicken.
It would certainly be helpful if one could move a Split line entry up or down in the dialog or somehow reorder the sequence of existing split lines. Drag and drop, as suggested for the Mac version, would certainly be a plus.

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If you are reading this and would like to see this enhancement in a future version of Quicken, please click the VOTE button on this webpage.

7
7 votes

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Comments

  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited June 2018
    How about being able to sort by the columns in your the split window, like category or memo?
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello All,

    The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request. 

    If you would like to see this idea implemented, please 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
    -Quicken Anja
  • Yes I would like to be able to reorder categories. The list of categories within some entries (such as credit cards) gets to be quite long. As time passes, some categories are no longer used. Would like to be able to delete one without leaving a space and/or resort. The name of a category sometimes changes. I would like to have them listed in alphabetical order.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Yes I would like to be able to reorder categories. The list of categories within some entries (such as credit cards) gets to be quite long. As time passes, some categories are no longer used. Would like to be able to delete one without leaving a space and/or resort. The name of a category sometimes changes. I would like to have them listed in alphabetical order.
    To make things easier for working with credit card statements in Quicken I recommend you create a Quicken account register for each credit card account you have.
    Then, in each register you record the credit card purchases individually and categorize them as needed, with our without splits: Groceries, Clothing, etc.
    When it comes time to pay the credit card every month, you set up a Scheduled Reminder as a simple transfer from the Checking account to the credit card account. No complicated fiddling with a multiple Split categories transaction needed.
  • gbar
    gbar Member
    Re-ordering splits would be of great value when recording a transaction that matches a statement of income and expenses from, for example, a property manager. The income sources change (e.g. cleaning and other fees passed on to guests), taxes change (new ones are being added frequently) and expense sub categories change. When that happens a new line is added to the multi line statement, but it's difficult to just step through the statement to create a record in Quicken (Windows) because when you add a new line to the split, the order gets more and more out of whack. Simple drag and drop re-ordering would be best, but little arrows like you used in the new feature for reordering your accounts on the account bar would be good as well. I know I can just start from scratch and recreate the split transaction, but doing that repeatedly is only necessary because you can't either re-order the split transactions or 'insert, cut paste' a existing split line.
  • gbar
    gbar Member
    Re-ordering splits would be of great value when recording a transaction that matches a statement of income and expenses from, for example, a property manager. The income sources change (e.g. cleaning and other fees passed on to guests), taxes change (new ones are being added frequently) and expense sub categories change. When that happens a new line is added to the multi line statement, but it's difficult to just step through the statement to create a record in Quicken (Windows) because when you add a new line to the split, the order gets more and more out of whack. Simple drag and drop re-ordering would be best, but little arrows like you used in the new feature for reordering your accounts on the account bar would be good as well. I know I can just start from scratch and recreate the split transaction, but doing that repeatedly is only necessary because you can't either re-order the split transactions or 'insert, cut paste' a existing split line.
  • gbar
    gbar Member
    sorry about the duplicate post. The first time I posted it, an error was displayed and I didn't think it actually posted... the error said: Return value of StatusModel::recordStatuses() must be of the type array, null returned.

    Presumably you know what that means...
  • pdm96
    pdm96 Member
    This would be so helpful! Also, recently, I find that my previous memorized splits have been randomly reordered by quicken. And no easy way for me to fix this.
  • pdm96
    pdm96 Member
    This would be so helpful! Also, recently, I find that my previous memorized splits have been randomly reordered by quicken. And no easy way for me to fix this.