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Shortcut key for "Search" ( 3 Legacy Votes)

Sean Montgomery
Sean Montgomery Member ✭✭
When my wife and I reconcile receipts in Quicken, we've discovered it's easiest to search for dollar amounts.  I click on the Search box at the upper right of the transactions list and type the amount to be found.  Once found, I hit "Mark as Reviewed" and press enter.  Then, to find the next amount, I have to move from the keyboard back to the mouse to click on the Search box again, twice actually, to highlight the amount there so I can overwrite it with the next amount to search for.

It would be handy if I could press CTRL-something or CTRL-ALT-something to select Search box and its current contents.  This would probably reduce by half the time we spend on this reconciliation exercise.
4
4 votes

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Comments

  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited May 2018
    Sounds useful, thanks for posting the suggestion!
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • RickO
    RickO SuperUser, Mac Beta Beta
    edited October 2018
    I have this implemented using a Keyboard Maestro macro. But that's probably overkill for most people.

    How about this as a workaround...
    Set the Date filter in the register to narrow down to only the relevant dates. Then sort the register by Amount so you can just scan down the amounts to find the transaction. Would that work for you?
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Greg Brown
    Greg Brown Member ✭✭✭✭
    edited May 2018
    Try CTRL+H and see if that works for you...
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    edited November 2019


    Control-H does nothing for me in Quicken 2018 (or 2017); it beeps to indicate it's not a known key command. 
    Quicken Mac Subscription • Quicken user since 1993
  • Harry5
    Harry5 Member ✭✭
    edited November 2019


    Works like a charm, thanks.  (Qwin 2018, R8.8)

    That's the good old Microsoft Money command
  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited November 2019


    CTRL H is a QWin shortcut. Not sure if it would be applicable for QMac.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • Sean Montgomery
    Sean Montgomery Member ✭✭
    edited November 2019


    Thanks for the suggestion.  I'm on Quicken for Windows and I think Keyboard Maestro is for Mac.
  • Sean Montgomery
    Sean Montgomery Member ✭✭
    edited November 2019


    CTRL-H brings up the Find and Replace window and when I go through that as a means to identify my transactions, subsequent presses of CTRL-H causes more keystrokes or mouse clicking to effectively "reset" the form.  This isn't quite what I was looking for.  I just want Quicken to consider assigning a hotkey to go right to the Search field.

    Thanks for offering your suggestion, though!
  • Sean Montgomery
    Sean Montgomery Member ✭✭
    edited November 2019


    Regarding you suggestion to sort the register, yes we used to do it that way, but so far it's been more efficient to just type the amount in the Search field.  I'd like to be able to get into that Search field via the keyboard.
  • RickO
    RickO SuperUser, Mac Beta Beta
    edited November 2019


    Sorry, your post is tagged both Mac and Win, so I answered for Mac. 

    For Mac users: There is a menu Edit > Find > Find command which jumps you into the register search box. I believe the default keyboard shortcut is Cmd-F, but you can always change it as follows:

    macOS Custom Keyboard Shortcuts
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Greg Brown
    Greg Brown Member ✭✭✭✭
    edited November 2019


    Not sure why you would want to bring up Find and replace again... Maybe I don't understand what your are changing. If you are changing the cleared status, you can do that from within the find and replace dialog window. And simply change the amount to find more items with different amounts... Perhaps it functions differently on the Mac version??
  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    edited May 2018
    FWIW:  I think people are not aware or not clear on the point.  There are at least two "Search" functions available.

    The Find - Ctrl-F- (Find and Replace - Ctrl-H - being similar) pops up a window as:
    image
     

    There is also a Search box already on the transaction list (aka register) as:

    image

    I think the OP is seeking a hot-key to get to the Search box, not for the Find or Find&Replace 
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited November 2019


    A similar tool available on Windows is AutoHotKey.  Likewise, its also overkill for most users.
  • Greg Brown
    Greg Brown Member ✭✭✭✭
    edited May 2018
    This is what I am referring to. Sean said that when he found an item after searching by amount, he "Once found, I hit "Mark as Reviewed" and press enter", Not sure what mark as reviewed means but at the bottom of the F&R screen, you can change a number of fields, and without leaving the F&R screen just change the top search criteria, which I assume will be set to amount, and find the next item...

    image
  • Unknown
    Unknown Member
    edited November 2019


    Below is my AutoHotKey script for this purpose: Alt+S to search current register, Ctl+Alt+S to search all transactions. The script moves the mouse to certain coordinates and double clicks. I'm using a screen resolution of 1920 x 1080  with Quicken maximized. If you are on a different screen size, you'll need to adjust the coordinates.




    #NoEnv  ; Recommended for performance and compatibility with future AutoHotkey releases.
    ; #Warn  ; Enable warnings to assist with detecting common errors.
    SendMode Input  ; Recommended for new scripts due to its superior speed and reliability.
    SetWorkingDir %A_ScriptDir%  ; Ensures a consistent starting directory.


    CoordMode, Mouse, Screen

    ; Alt+S to search current register (Quicken)
    !S::
      Click 1830, 200, 2
    Return

    ; Ctrl+Alt+S to search all transactions (Quicken)
    ^!S::
      Click 1666, 12, 2
    Return
    When I have a full keyboard (with a number pad) I like to use NumLock as the shortcut instead, since my hand is already near that button:

    CoordMode, Mouse, Screen

    ; NumLock to search current register (Quicken)
    NumLock::
      Click 1830, 200, 2
    Return

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited November 2019


    Here's my version using Ctrl + Shift + F:

    #ifWinActive ahk_exe qw.exe
    ^+f:: ; goto register search
      ControlGetPos, x, y, , , Edit1
      Click, %x%, %y%, 2
    return
    #ifWinActive
  • Quicken_Tyka
    Quicken_Tyka Moderator mod

    Hello All,

     This Idea seems to have fallen stagnant and due to the Age of the request and lack of User Votes/Comments, will be archived within the next 7 business days.

     If you would like to see this Idea kept alive and considered for possible future implementation in Quicken, be sure to 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

    ~~~***~~~
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Keep this alive! The request was a simple one: a keyboard shortcut to jump to the Search box in Quicken Mac. Most of the posts here were due to confusion between Mac and Windows, as well as workarounds people could try. But the original request is for a simple change that would be easy to implement and would be of help users who don't like jumping between keyboard and mouse. It is worthy of being implemented. 
    Quicken Mac Subscription • Quicken user since 1993
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited March 2020
    This are my Quicken subscription AutoHotKey shortcuts for global search Ctrl + Shift + F  and register search Ctrl + Alt + F:

    #ifWinActive ahk_exe qw.exe
    ^+f:: ; goto global search
      ControlGetPos, x, y, , , Edit1
      Click, %x%, %y%, 2
    return

    ^!f:: ; goto register search
      ControlGetPos, x, y, , , Edit2
      Click, %x%, %y%, 2
    return
    #ifWinActive
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Just to keep this clear, this is a feature request for Quicken Mac.
    Quicken Mac Subscription • Quicken user since 1993
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited March 2020
    ACTUALLY, this is MISFILED! The OP using QWin, NOT QMac, as noted here....This needs to be moved.
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    (Canadian user since '92, STILL using QM2007)
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser, Windows Beta ✭✭✭✭✭
    So... this is really for QWin? I just added my vote. This thread confuses me.
    A hot key for global search is needed. A hot key for register search is needed.
    The user's fingers are going to need to type on the keyboard to enter the search term, so mouse-clicking is an extra step.
    Then, if the global search fails or need refining, focus is lost from the search field and needs to be re-established. The hot key would solve this problem also.
    I am not going to install a 3rd-party hot key program.
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    So... this is really for QWin? I just added my vote. This thread confuses me.
    ...
    yes...it is now in  the Windows section.
    Have Questions? Help Guide for Quicken for Mac
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    Add your VOTE to Quicken for Mac Product Ideas

    Object 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 user since '92, STILL using QM2007)
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