Auto-complete not working properly when entering securities transactions
Robert Brown
Member ✭✭
When entering investment transactions, the Security Name field should function as an "auto-complete" field. Instead, it functions as a "search" field.
Example 1:
When I am entering the Security Name of "DIAGIO PLC", I begin typing D-I-A and multiple possible security names appear below the dialog box, including "LIBERTY MEDIA". The letters "DIA" appear at the END of LIBERTY MEDIA so that security name should not even be considered as a choice ... it does not begin with the letters DIA. The only securities that should appear as choices are those that BEGIN with the letters DIA. And the nearest match should auto-complete in the dialog box.
Example 2:
I begin typing the Security Name of GROUP 1 AUTOMOTIVE. I type the letters G-R-O-U-P and the following choices appear in order: 1. CITIZENS FINANCIAL GROUP INC. 2. GOLDMAN SACHS GROUP INC. 3. GROUP 1 AUTOMOTIVE. and 4. ONE GROUP EQUITY INDEX FUND. Only one of those choices begins with the letters G-R-O-U-P, so only one of them should appear and it should auto complete in the dialog box.
There is a difference between a search field and an autocomplete field. The Security Name field when entering transactions should be an autocomplete field, not a search field.
Example 1:
When I am entering the Security Name of "DIAGIO PLC", I begin typing D-I-A and multiple possible security names appear below the dialog box, including "LIBERTY MEDIA". The letters "DIA" appear at the END of LIBERTY MEDIA so that security name should not even be considered as a choice ... it does not begin with the letters DIA. The only securities that should appear as choices are those that BEGIN with the letters DIA. And the nearest match should auto-complete in the dialog box.
Example 2:
I begin typing the Security Name of GROUP 1 AUTOMOTIVE. I type the letters G-R-O-U-P and the following choices appear in order: 1. CITIZENS FINANCIAL GROUP INC. 2. GOLDMAN SACHS GROUP INC. 3. GROUP 1 AUTOMOTIVE. and 4. ONE GROUP EQUITY INDEX FUND. Only one of those choices begins with the letters G-R-O-U-P, so only one of them should appear and it should auto complete in the dialog box.
There is a difference between a search field and an autocomplete field. The Security Name field when entering transactions should be an autocomplete field, not a search field.
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Comments
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Hate to tell you this, but that is by design. Evidently enough users asked for the auto-complete feature to look for the character sequence anywhere and just not at the beginning.
-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list0 -
I'm pretty sure one of the major drivers was the ability to lookup by name or symbol as many people enter transactions by symbol and with the prior functionality it only looked at the name field. So the current functionality looks up on both the name and symbol and thus even if there are multiple entries in the lookup (as you are seeing) its a couple down arrows or a few more characters to isolate the exact security the user is looking for.0
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