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Stack View Issues in Quicken Windows 2018

drew2udrew2u Member ✭✭
Thanks for adding the Stack View back to Quicken 2018 as of R5.15 (US Versions, Jan 2018)!  This is SO much easier to manage my bills, but there are just a few problems I hope you can address though ...

These issues are found when using BILLS & INCOME > Stack View | All Bills | All Accounts | any of 7-14-30 days:

1) Include paid: When I select Stack View as shown above and select "Include paid", my stack view goes all the way back to April 2016 and gives me a giant horizontal bar where I have to scroll to get to my current bills. 

I think if you only had it go as far back for paid bills as the time period selected for future bills (7/14/30 days) that should nicely fix this, as you'd have x days back and x days forward (7, 14, or 30). 

Another option is to add another drop down for "Starting When" after the user selects "Include paid" and let the user select a custom time period.

2) Field Headings: There are no headings over the drop-down fields, so when I first opened it I just saw two fields next to each other with the value of "All", and I need to click the drop-down arrow to know what the value represents. 

I think it would be more user-friendly to have a label above each field indicating its usage/purpose.

3) Column(s) of Bills Under a Single Date: When there are multiple items for the same date, the original Stack View would actually stack the items, so they were on top of each other in a single column under the date in the bottom half of the screen. In the restored version of the Stack View, where there are multiple items for the same date Quicken now displays up to 3 items horizontally, expanding the width of the date column on the bottom half of the screen, before starting a new row under that date column.

This is not as convenient as the old view, as in the old view showing bills in columns I got a better overall picture (literally) of my upcoming bills becuase I could see more days (left to right) without scrolling, and more bills (up and down) under each date where there was more than one bill due on the same day.  Because I have multiple dates per month where multiple items are due on the same date (ex: 3rd, 12th, 19th, and 25th, more than one bill per day), now in the new version of Stack View I have to do a lot of scrolling left and right to review all items, and I don't have as good a sense of my bills as I did in the old version.  There's also just a lot of wasted space at the bottom of the screen, it seems, that's begging for single-columns of bills per date.  I'd love if you could return to the previous single-column listing of items for the same date in Stack View.

---

Thanks for reading my issues, and if anyone else agrees with them, or has found a way to customize the Stack View presentation of bills on a single date, please let me know!

Thanks again for bringing back Stack View.

Drew

Quicken Deluxe for Windows 2018 R5.15 (US Versions, Jan 2018)
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Comments

  • Jerry_Jerry_ Member ✭✭✭
    edited May 2018
    Great suggestions for refining the Stack View.
    Now running the 2019 Windows Subscription Plan
    Retired - former Computer System Analyst
  • NordinKaNordinKa Member ✭✭
    edited May 2018
    I'm on R4.10. And it's says I'm up to date. Means further to this release is not official yet.
  • Jerry_Jerry_ Member ✭✭✭
    edited January 2018
    NordinKa said:

    I'm on R4.10. And it's says I'm up to date. Means further to this release is not official yet.

    If it was not official, than Quicken.Inc would have not release the Mondo Patches for R5.15.found here:
    https://www.quicken.com/support/update-and-mondo-patch-2018-release-quicken-windows
    It is official, and in Staged release.
    Now running the 2019 Windows Subscription Plan
    Retired - former Computer System Analyst
  • NordinKaNordinKa Member ✭✭
    edited January 2018
    NordinKa said:

    I'm on R4.10. And it's says I'm up to date. Means further to this release is not official yet.

    Oh. Yesterday I checked it was not there.
    Your link brings me to it.
    But the software itself does not ready to auto update to this release (HELP -> About Quicken).
    Anyway, I'll try to update.
    Thanks.
  • NordinKaNordinKa Member ✭✭
    edited January 2018
    NordinKa said:

    I'm on R4.10. And it's says I'm up to date. Means further to this release is not official yet.

    Just updated to R5.15. But I don't get the view as mentioned by Drew. I select Bill & Income -> Income & Transfers. View as Stack and all I got is Income and Transfers. No bill appear and I have to click Bill in order to get the bills.
    What am I missing here?
  • Jerry_Jerry_ Member ✭✭✭
    edited January 2018
    NordinKa said:

    I'm on R4.10. And it's says I'm up to date. Means further to this release is not official yet.

    The easiest way for me to view everything in Stack View is to also choose the Option to view the new Combined Bills, Income & Transfer View by check marking the "combined Bills, Income & Transfer" entry in its own Section Block in the Preference Window.

    (Edit>Preferences>Navigation)
    Now running the 2019 Windows Subscription Plan
    Retired - former Computer System Analyst
  • Marty 28312Marty 28312 Member ✭✭
    edited January 2018
    NordinKa said:

    I'm on R4.10. And it's says I'm up to date. Means further to this release is not official yet.

    I just did the Mondo update to R5.  Nothing has changed regarding the stacked bills.  About Quicken shows I am at R5.15
  • drew2udrew2u Member ✭✭
    edited January 2018
    NordinKa said:

    I'm on R4.10. And it's says I'm up to date. Means further to this release is not official yet.

    You may still have the old view displayed, so try this:

    Go to BILLS & INCOME tab (if it's not visible, select VIEW > Tabs to Show > Bills)

    Change the first drop-down field (unlabeled) to "Stack View"

    As needed, modify the other drop-down fields and toggle "Include paid" on or off.

    You may also need to click the GEAR icon at the far right and select "Combine Bills, Income & Transfer" to get the full complement of items displayed in the stack view.
  • Marty 28312Marty 28312 Member ✭✭
    edited January 2018
    NordinKa said:

    I'm on R4.10. And it's says I'm up to date. Means further to this release is not official yet.

    The issue has not changed.  I'm now in line
     waiting for Quicken Chat.
  • NordinKaNordinKa Member ✭✭
    edited January 2018
    NordinKa said:

    I'm on R4.10. And it's says I'm up to date. Means further to this release is not official yet.

    Do update here if they can solve that.
  • NordinKaNordinKa Member ✭✭
    edited January 2018
    NordinKa said:

    I'm on R4.10. And it's says I'm up to date. Means further to this release is not official yet.

    I did as what Drew suggested. Got it but I found some issues:

    1. If I checked Include paid checkbox, it will display as far as March 2016 bills, which is no use and useless at this point.

    2. There is only 1 row available for display at the bottom. Means that if you have multiple bill that due on the same date, you have to scroll to the right. Contrary to previous display, it will fit in 2 rows if the bills falls on the same date.

    3. There is no History link for us to click on selected bill to view the previous historical payment made. I hate the new Historical link which require us to click at least 3 time to get the same result.

    4. The main stack window took a large space which is useless, effecting the lower date area.

    Hope the developer can be more human logic in designing the system.
  • jas00jas00 Member ✭✭
    edited February 2018
    I like your suggestions, particularly the suggestion to go more vertical with bills on the same date (like the original stack view worked).

    I've also noticed problems with bills in the stack view vs. the Home:Sched:Bill & Income Reminders view.  I have bills that show in both lists, but with different due dates.  I also have bills that show in the stack view that don't show in the Home... view.  I've used Quicken for many years and these two views always matched.  Now with the introduction of the stack view in Q2018, they don't match.

    Also, I see you're using R5.15.  I upgraded to what I think is the latest release and I have R5.14.  How did you get the R5.15 update?
  • edited February 2018
    Hi Drew, I agree with your suggestions.  I don't use the "include paid" option for my bills but every else is spot on for me.

    I might also add the following issue I'm having: When I used the stacked bill view on Q2017, I could see the entire  upcoming bill due (the large one above the stacks) when I reduce the Q2017 window to half a screen (I view multiple windows at a time and it's helpful for me when I pay my bills).  With Q2018, a portion of the upcoming bill is cut off and I can't see the full amount due or the full "Enter" button with the drop down menu for editing that bill.  I can only see everything if I expand Quicken to the full screen (Perhaps they increased the font size? If so, it would be nice if Quicken allowed us to change the font size to allow us see everything on the screen within reason).  Anyway, I can't see everything I need to.

    Overall, R5.15 is certainly a step in the right direction, but it's just not enough.  They need to make the Bill Stack view JUST like the view in previous versions.  Until then, I will continue to recommend to my friends to look elsewhere for a program to manage their finances.  I used to like Quicken and I have been a long time user of their products.  With changes like this, not anymore :-( 
  • Rick SharonRick Sharon Member
    edited September 2018
    Add me to the list of people really disapponted in the stack view reinstatement.  It is nothing more than "by due date" listed horizontally instead of vertically.  The prior version (Quicken 2017) actually "Stacked" the cards, cramming MUCH more information on the screen.  Prior version card detail had a view history link that was very useful.  Prior version sorted by date only, not status and date (My most important bills are often at the bottom of the list (farthest right in stacked view) ensuring they will be overlooked and create major heartburn for me.   While the new and lame stack view is a step in the right direction, apparently it is a "baby step in a long journey".  Please restore ALL the stack view abilities and layout as it was in Quicken 2017 and several prior versions.
  • jas00jas00 Member ✭✭
    edited February 2018
    Has anyone else seen bizarre behaviors from the Q2018 billing system?  I see strange things happening with some of the online billers.  I don't pay my bills through Quicken Bill Pay, but rather, I go to the billers web site, pay the bill, then enter it in Quicken.  But the next time I do OSU, the bill reappears as due.  If I don't do anything with the bill, the next day it becomes overdue even though it's already been entered.

    Another strange thing I've seen is that Quicken shows a bill as Due Today, even though the bill is not due until the next day.

    I suspect these problems are due to how Quicken is handling online billers.  To see if that's the case, I'm removing any online biller that shows weird behavior and replacing it with a manual bill.  If I ever believe Quicken is reliable in it's online biller handling, I may replace it.  But I can't tolerate accounting software with so many inaccuracies.

    As a programmer and systems engineer for over 40 years, I suspect the whole online biller component is an add-on that just hasn't been well thought out.
  • Unknown Member
    edited February 2018
    This reply was created from a merged topic originally titled I NEED TO SORT BY BILLER NAME AND GET REAL INFORMATION.


    2018 BILLS AND INCOME IS HORRIBLE. PLEASE PUT IT BACK TO 2016 OR EARLIER. MANY FUNCTIONS GONE.
  • Unknown Member
    edited February 2018

    Hi Drew, I agree with your suggestions.  I don't use the "include paid" option for my bills but every else is spot on for me.

    I might also add the following issue I'm having: When I used the stacked bill view on Q2017, I could see the entire  upcoming bill due (the large one above the stacks) when I reduce the Q2017 window to half a screen (I view multiple windows at a time and it's helpful for me when I pay my bills).  With Q2018, a portion of the upcoming bill is cut off and I can't see the full amount due or the full "Enter" button with the drop down menu for editing that bill.  I can only see everything if I expand Quicken to the full screen (Perhaps they increased the font size? If so, it would be nice if Quicken allowed us to change the font size to allow us see everything on the screen within reason).  Anyway, I can't see everything I need to.

    Overall, R5.15 is certainly a step in the right direction, but it's just not enough.  They need to make the Bill Stack view JUST like the view in previous versions.  Until then, I will continue to recommend to my friends to look elsewhere for a program to manage their finances.  I used to like Quicken and I have been a long time user of their products.  With changes like this, not anymore :-( 

    I agree. Make the stack view like Quicken 2017 (and earlier). I have tried to used 2018 (version R5.15), but there are still too many things that are changed just for the sake of change. I went back to an earlier version that has not been UNimproved by the "cool" changes.
  • David J. CarlsonDavid J. Carlson Member ✭✭
    edited February 2018
    I agree with all suggestions on the original post.  Making it like previous versions will make it much more useful.  Why it was changed is beyond me.  My guess is that they decided to rewrite the whole section of code and are only now getting it back up to the old version, step by step.  Poor development approach, going backward from a user perspective is always bad. 
  • Unknown Member
    edited February 2018

    Add me to the list of people really disapponted in the stack view reinstatement.  It is nothing more than "by due date" listed horizontally instead of vertically.  The prior version (Quicken 2017) actually "Stacked" the cards, cramming MUCH more information on the screen.  Prior version card detail had a view history link that was very useful.  Prior version sorted by date only, not status and date (My most important bills are often at the bottom of the list (farthest right in stacked view) ensuring they will be overlooked and create major heartburn for me.   While the new and lame stack view is a step in the right direction, apparently it is a "baby step in a long journey".  Please restore ALL the stack view abilities and layout as it was in Quicken 2017 and several prior versions.

    Agree
  • Unknown Member
    edited February 2018
    Although I'm happy to see the effort put forth to bring the stack view back, I'm disappointed that this just seems to be the original listing view but now it's horizontal instead of vertical! I think the whole point of a 'STACK' view is that bills for the same date are STACKED in one column! or am I wrong?
  • Rick SharonRick Sharon Member
    edited February 2018

    Add me to the list of people really disapponted in the stack view reinstatement.  It is nothing more than "by due date" listed horizontally instead of vertically.  The prior version (Quicken 2017) actually "Stacked" the cards, cramming MUCH more information on the screen.  Prior version card detail had a view history link that was very useful.  Prior version sorted by date only, not status and date (My most important bills are often at the bottom of the list (farthest right in stacked view) ensuring they will be overlooked and create major heartburn for me.   While the new and lame stack view is a step in the right direction, apparently it is a "baby step in a long journey".  Please restore ALL the stack view abilities and layout as it was in Quicken 2017 and several prior versions.

    The stacked view no longer lets you edit the reminder???  Esp. to edit next instance to adjust amount because downloading bill amount from biller no longer works???  What were you thinking Quicken???  Is this a contest to see just how screwed up and unusable you can make it?  Please review Quicken 2017 to see how stacked view SHOULD work!   This stacked view seems like a car with no wheels, no engine, no transmission, but hey it looks "cool" ... except, how can you drive it?
  • Unknown Member
    edited February 2018

    Add me to the list of people really disapponted in the stack view reinstatement.  It is nothing more than "by due date" listed horizontally instead of vertically.  The prior version (Quicken 2017) actually "Stacked" the cards, cramming MUCH more information on the screen.  Prior version card detail had a view history link that was very useful.  Prior version sorted by date only, not status and date (My most important bills are often at the bottom of the list (farthest right in stacked view) ensuring they will be overlooked and create major heartburn for me.   While the new and lame stack view is a step in the right direction, apparently it is a "baby step in a long journey".  Please restore ALL the stack view abilities and layout as it was in Quicken 2017 and several prior versions.

    Rick, I'm not seeing the functionality you're speaking of. When in the supposed 'stack' view, I can still 'Edit this instance' as well as edit the amount after clicking 'enter' but before confirming the transaction. The only time you can't enter the amount is when you have a split amount and you need to go into the split window and edit the amounts there.
  • jas00jas00 Member ✭✭
    edited February 2018

    Add me to the list of people really disapponted in the stack view reinstatement.  It is nothing more than "by due date" listed horizontally instead of vertically.  The prior version (Quicken 2017) actually "Stacked" the cards, cramming MUCH more information on the screen.  Prior version card detail had a view history link that was very useful.  Prior version sorted by date only, not status and date (My most important bills are often at the bottom of the list (farthest right in stacked view) ensuring they will be overlooked and create major heartburn for me.   While the new and lame stack view is a step in the right direction, apparently it is a "baby step in a long journey".  Please restore ALL the stack view abilities and layout as it was in Quicken 2017 and several prior versions.

    It's true that you can edit the amount when you're 'entering' the transaction.  But for an online bill, you shouldn't have to edit the amount (or the due date). The whole purpose of getting the bill from the biller and not having to manually enter it.
  • jas00jas00 Member ✭✭
    edited February 2018
    Mike said:

    Although I'm happy to see the effort put forth to bring the stack view back, I'm disappointed that this just seems to be the original listing view but now it's horizontal instead of vertical! I think the whole point of a 'STACK' view is that bills for the same date are STACKED in one column! or am I wrong?

    It's horizontal when the bills in any day are 3 or less.  As soon as it goes above three they start to be stacked vertically.  The original stack view went vertical based on display space, then horizontal.  I've run the old stack view on two different sized displays, and it adapted to each.  I suspect the programmers were too pressed to do it right.
  • Roger MRoger M Member ✭✭✭✭
    edited February 2018

    Add me to the list of people really disapponted in the stack view reinstatement.  It is nothing more than "by due date" listed horizontally instead of vertically.  The prior version (Quicken 2017) actually "Stacked" the cards, cramming MUCH more information on the screen.  Prior version card detail had a view history link that was very useful.  Prior version sorted by date only, not status and date (My most important bills are often at the bottom of the list (farthest right in stacked view) ensuring they will be overlooked and create major heartburn for me.   While the new and lame stack view is a step in the right direction, apparently it is a "baby step in a long journey".  Please restore ALL the stack view abilities and layout as it was in Quicken 2017 and several prior versions.

    The stacked view under Income & Transfers stacks multiple income reminders for the same day in a vertical fashion. They should do the same for the stacked Bills view.
    Quicken Windows Premier - Subscription **** Windows 10 Home *** Quicken user since 1996
  • Unknown Member
    edited February 2018
    Mike said:

    Although I'm happy to see the effort put forth to bring the stack view back, I'm disappointed that this just seems to be the original listing view but now it's horizontal instead of vertical! I think the whole point of a 'STACK' view is that bills for the same date are STACKED in one column! or am I wrong?

    what so hard is it to bring back the stack view from  2017  I am sure they have a copy  to see how that worked    if not I could loan them my copy  to see how it use to work
  • JackJack Member ✭✭
    edited February 2018
    After trying to work with the existing stack view in Quicken 2018, I have the following suggestions / requests.  Several of these are already mentioned in this and other postings but I will reiterate as a "yes" vote to my colleagues.  (I will refer to the center of the screen with the large display of the "selected" item as the "main" display and the bottom of the screen with the list of items by date showing only payee and amount as the "stack")
    1. bills listed in the "stack" should be displayed vertically as a priority over horizontally i.e. if there are at least 2 for the same date, stack them vertically to fill the available space and if necessary extend to additional columns.  based on the presentation when more than 3 items exist for a single day, it appears that the technology is there but the programmer chose horizontal with priority over vertical
    2. the word "Status" in the main display is superfluous; I think, "PAID" or "UPCOMING" are self explanatory. the additional space could be used for more meaningful information such as the "From Account" for a payment or transfer
    3. the "Include Paid" checkbox should cause only "current" items to be displayed in the stack list.  By current, I suggest today and the future based on the "Due within Range".  If "past" paid items are to be included, the display should be positioned with today's items visible upon invocation of the form, highlighting the first for today, with prior items available by "sliding" to the left
    4. As mentioned above, displaying the "From Account" in the main display of the "selected" payment or transfer would be very helpful
    5. Just as the main display "moves to" the item selected from the "stack list" and refreshes the items that are displayed for the "past" and "future" items within the main display, the stack display should highlight and, if necessary "slide" to display the item selected from the main display
  • Rick SharonRick Sharon Member
    edited February 2018

    Add me to the list of people really disapponted in the stack view reinstatement.  It is nothing more than "by due date" listed horizontally instead of vertically.  The prior version (Quicken 2017) actually "Stacked" the cards, cramming MUCH more information on the screen.  Prior version card detail had a view history link that was very useful.  Prior version sorted by date only, not status and date (My most important bills are often at the bottom of the list (farthest right in stacked view) ensuring they will be overlooked and create major heartburn for me.   While the new and lame stack view is a step in the right direction, apparently it is a "baby step in a long journey".  Please restore ALL the stack view abilities and layout as it was in Quicken 2017 and several prior versions.

    The unable to edit next instance problem seems to only be happening only for reminders linked to billers.  Since the refresh bills function does NOT work (error that unable to retrieve billers list), updating next instance is the ONLY way I have to correct date and amount BUT Quicken won't let me do that  - won't let me edit the reminder at all (not available in the drop down box).  Seems like every day brings new surprises of functionality that is just plain broken or dehanced to the point it is useless.  Is there a thread for "When Quicken 2018 is fixed"? I'm seriously considering downgrading back to Quicken 2017 until issues are but need a source for notifications that "issues are fixed". 
    #Quicken2018Sucks
  • Unknown Member
    edited February 2018

    I agree with all suggestions on the original post.  Making it like previous versions will make it much more useful.  Why it was changed is beyond me.  My guess is that they decided to rewrite the whole section of code and are only now getting it back up to the old version, step by step.  Poor development approach, going backward from a user perspective is always bad. 

    Seems like Intuit didn't relinquish some of the code when they separated and Quicken had to re-write.  Just a thought.
  • NordinKaNordinKa Member ✭✭
    edited February 2018

    I agree with all suggestions on the original post.  Making it like previous versions will make it much more useful.  Why it was changed is beyond me.  My guess is that they decided to rewrite the whole section of code and are only now getting it back up to the old version, step by step.  Poor development approach, going backward from a user perspective is always bad. 

    Yes, they rewrite to have new skin and view. Now in R6.11, the old skin is back, but only if you choose income and transfer.
This discussion has been closed.