QMac: Add option to identify reports that need to be updated when a new Payee is created
smayer97
SuperUser ✭✭✭✭✭
Problem: When a new Payee is created, it is challenging to identify and modify reports that need to be updated to include the Payee.
Proposal: When a payee is created, present user with a list of reports with the following criteria:
- list reports that filter its contents based on Payees (including those that allow All Payees).
- allow user to select which reports to update to add the newly created payee or to dismiss the list
- create a user selectable option to only present this dialog box for payee, otherwise behave as it does now, that is, do nothing
BTW, though I do not use budgets, this feature could also be applied to budgets.
NOTE: Other very related IDEAs here:
Proposal: When a payee is created, present user with a list of reports with the following criteria:
- list reports that filter its contents based on Payees (including those that allow All Payees).
- allow user to select which reports to update to add the newly created payee or to dismiss the list
- create a user selectable option to only present this dialog box for payee, otherwise behave as it does now, that is, do nothing
BTW, though I do not use budgets, this feature could also be applied to budgets.
NOTE: Other very related IDEAs here:
- Add option to identify reports that need to be updated when a new Category or Tag is created
- Add option to identify reports that need to be updated when a new Account is created
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- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject 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)