Idea: Allow multi-sorting by multiple columns in register (1 Merged Vote) [edited]

IDEA
Explanation/My Main Frustration: Deposits (transactions or reminders) do not show up first when I sort by date, which is the way i most often sort my transactions. I plan 90 days in advance. All my reminders are set to remind me in 90 non-business days. I see negative balances because the deposits do not sort first, i.e., before the other transactions for that day.

As it is now, I can only sort on a single column, by clicking on the heading. I would like to see:
  • A sort option (maybe on the menu?) that allows the selection of multiple sort fields, asc or desc, in Microsoft Excel (c) style
  • E.g., I want to sort by (1) date, asc or desc, then (2) by amount, with an option to put deposits first or last for each day (since my first sort field, in this case, is date), followed by (3) transaction entry date, payee, or dollar amount, or any other column). This is my primary need
  • Allow for the setting of a default sort order
  • Allow for saving and retieval of sorts. This eliminates the requirement to re-enter a frequently used sort. Maybe include your own Quicken commonly-used sorts. Allow the modification of a saved sort, either my own or quicken-supplied sorts, i.e., allow me to use any sort as a starting point to create another sorts
  • Make sure to incude the memo field in the list of fields by which to sort. I, personally, put special sort-specific (creditor and year-month) information in the memo field, because of lack of full sort functinoality, so I can more easily sort associated or repetitive transactions, for each payee, together, in date order
  • Allow sorting on fields that are not selected for display
  • Allow options to sort by "deposits first," "entry date," "amount," etc. at any sort level
  • Include reminders in the sorted list
  • Include reminders when FILTERING
  • Allow all these sorting options on a FILTERED list
I am frustrated. Allowing for and more flexible sorting and more inclusive filtering, including displaying reminders in the result set, would greatly help me in my planning
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Comments

  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited February 2018
    Thanks for the suggestions.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • triciarothtriciaroth Member
    edited February 2018
    totally agree. I am having to spend huge amount of time to work around this sorting limitation while trying to fix the mess made when I upgraded to quicken 2017. I don't understand how quicken has gotten by with such lack of sort ability. It's unbelievable that it allows sorting by only 1 column at a time.
  • Mark SheehanMark Sheehan Member
    edited August 14
    I have noticed that when I have my register sorted by Date, if I change the "show reminders for" setting, some register items appear to switch places. This appears to be because multiple transactions on the same date are effectively treated equal (as there is no transaction "time" component) and therefore, in a database query sorting only by Date, records can be returned in a seemingly random order. This can cause some confusion especially when there are many transactions on a single date.

    To correct this behavior, I would suggest adding a default lowest-level sort order by an internal record number or identity column that is unique to each and every row in the database.  Sorting the register by Date would actually sort by "Date, Record Number" in the background for display purposes. This method should probably be applied to sorts other than "Date", as well.

    Additionally, I can see cases where I would like to see Income/Deposits to an account appear above Payments/Debits that occur on the same date within the register. This helps with appearances as it can affect whether an account balance appears to go negative and then back to positive within the same date. I can also see cases where, for some account types like credit cards, people may wish for the opposite order for display. So, perhaps an account-specific register option should be provided: "1) Display Deposits above Payments (within specified sort order), 2) Display Payments above Deposits (within specified sort order), 3) No preference".  This should be combined with the lowest-level sort order on record number above:  So ultimately, selecting "Date" sorting on the register could result in the database ORDER BY clause matching something like "Date, Deposit-over-Payment, Record Number".
  • I'm using Quicken Deluxe 2019 and I can't seem to sort by Account then Payee. I can't believe such a simple feature isn't available.
    This and the difficulty with assigning rules to payees (for example, if payee contains "Walgreens", assign category "Medical"). I swear these two features were available in old versions of Quicken. 
    Honestly, these two things are enough for me to not renew.
  • UKRUKR SuperUser ✭✭✭✭✭
    I'm using Quicken Deluxe 2019 and I can't seem to sort by Account then Payee. I can't believe such a simple feature isn't available.
    This and the difficulty with assigning rules to payees (for example, if payee contains "Walgreens", assign category "Medical"). I swear these two features were available in old versions of Quicken. 
    Honestly, these two things are enough for me to not renew.
    While you're waiting for enhancements to the report generator, would a Transaction Detail report, subtotaled by Payee do the trick for you?
    Assigning categories to certain Payees is a matter of properly categorizing a transaction, then memorizing it. That allows future new transactions to pick the correct category. Cleanup of the Memorized Payee List might be needed to get rid of incorrectly memorized entries. "Lock" the correct ones to prevent unintentional changes.
    Of course, that works if you only buy meds at Walgreens, not food or household items.
  • Clive WaldenClive Walden Member ✭✭
    Yes. Desperately needed.
    So very many reports I want to sort by
    Category
    Payee
    Date
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