New security name dropdown in QWin2018 R4.6 (5 Legacy Votes)
Jim_Harman
SuperUser ✭✭✭✭✭
The ability to search by security name or ticker when entering investment transactions is a nice improvement.
It was not immediately obvious to me how the search function works - you just start typing in the blank Name area. You can type part of the name or ticker like "prime" or "total" or "vti" and it offers just the ones that contain that.
Ideas for further improvements:
If the control supports a gray prompt when nothing is is selected, a prompt like "Enter security name or ticker" would help. Also the Help text when you click on the ? at the bottom left of each of the dialogs where the control is used needs updating to explain the new control.
It would be nice if Quicken also used the new control in other places where you select from the list of securities, such as in the Security Detail view.
The dropdown should have a solid line box around it or the underlying dialog should be dimmed. The drop shadow does not separate the dropdown sufficiently from the dialog behind it. This is actually a carry-over from 2017.
It was not immediately obvious to me how the search function works - you just start typing in the blank Name area. You can type part of the name or ticker like "prime" or "total" or "vti" and it offers just the ones that contain that.
Ideas for further improvements:
If the control supports a gray prompt when nothing is is selected, a prompt like "Enter security name or ticker" would help. Also the Help text when you click on the ? at the bottom left of each of the dialogs where the control is used needs updating to explain the new control.
It would be nice if Quicken also used the new control in other places where you select from the list of securities, such as in the Security Detail view.
The dropdown should have a solid line box around it or the underlying dialog should be dimmed. The drop shadow does not separate the dropdown sufficiently from the dialog behind it. This is actually a carry-over from 2017.
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Comments
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Note this looks like the same control that is used to select memorized payees in the Banking registers. I had not realized that even in QWin 2017, in the banking registers I can type "depo" and it will show Home Depot in addition to Deposit.QWin Premier subscription0
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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 Anja0
