IDEA: Add a Search Bar to the Account List

Scooterlam

Please consider adding a search bar to the Account List. Image.  I've managed to collect 186 accounts (mostly closed) since 1994. From time to time, I need to do some research and it would be helpful to use a search function find a particular closed account.  I know minor stuff...    : )

Scott
2019 QW HBR R17.5

Connie Brown

That sounds useful.

NotACPA

What would you want to search for?  Accounts or Transactions?

The Global Search in the upper right hand corner already does that.

Connie Brown

The Global Search in the upper right hand corner provides a good way to find transactions or categories, but it does not provide the ability to search for an account name. 

I'm using Q2017. It may work differently in another version.

NotACPA

Connie Brown said:

The Global Search in the upper right hand corner provides a good way to find transactions or categories, but it does not provide the ability to search for an account name. 

I'm using Q2017. It may work differently in another version.

But, if you already know the full account name, then you don't need to search for it.

And what that Global Search WILL find is any transactions in or out of a partially named account.  You can then click on those transactions to find the account.

SO, I'm still waiting to hear what Scott's needs are.

Unknown

Connie Brown said:

The Global Search in the upper right hand corner provides a good way to find transactions or categories, but it does not provide the ability to search for an account name. 

I'm using Q2017. It may work differently in another version.

I think he made it clear he is searching for the account by name.  He has  186 accounts, that is a lot of account names to go through, especially if they are not in alphabetical order.

Unknown

Connie Brown said:

The Global Search in the upper right hand corner provides a good way to find transactions or categories, but it does not provide the ability to search for an account name. 

I'm using Q2017. It may work differently in another version.

P.S. here is what he was referring to on the Security List.

mshiggins

The Search in the All Transactions register includes searching the account name. You can find the link for the All Transactions register at the top of the Account Bar.

Unknown

The Search in the All Transactions register includes searching the account name. You can find the link for the All Transactions register at the top of the Account Bar.

[removed]

Say you want to open account XXXX, and it is a hidden/closed account that would be in the "More accounts" and more accounts is a very long list (which might not even be in alphabetical order).

Instead of searching that long list Scott would like to open the account list and search for that name, and then be able to open/edit that account.

Connie Brown

mshiggins said:

The Search in the All Transactions register includes searching the account name. You can find the link for the All Transactions register at the top of the Account Bar.

"And what that Global Search WILL find is any transactions in or out of a partially named account.  You can then click on those transactions to find the account."

NotACPA, your suggestion is a serviceable workaround solution in some cases. A more elegant, user-friendly and intuitive solution would be the capability to search as suggested above.

mshiggins

The Search in the All Transactions register includes searching the account name. You can find the link for the All Transactions register at the top of the Account Bar.

[removed]

The OP is suggesting Quicken Inc add a way to search by account name in the Account List. Using the Search in the All Transactions register is an already existing way to search by account name that the OP - or others reading along - could use to search for an account by name.

Although it is not the exact search feature the OP asked for, it is a viable alternative.

Unknown

The Search in the All Transactions register includes searching the account name. You can find the link for the All Transactions register at the top of the Account Bar.

[removed]   A person wants to open BOA Checking account, and it is buried in a long list of accounts.

So they are going to get on the global search and type BOA Checking and get this:



Or they are going to go the All Transactions "register"

And either use a list like this, which is just as long:


Or type in BOA Checking in that "register" search:
And get:


When he really wants:



You don't even know why a person would want to be looking for account.
There is the presumption here that it is for the transactions.

But it doesn't have to be, it could to edit details or online information.
And if a person wants to look at the transactions they most likely aren't going to want them in the find dialog or mixed up with other accounts.

Unknown

The Search in the All Transactions register includes searching the account name. You can find the link for the All Transactions register at the top of the Account Bar.

If Scott confirms that I'm completely wrong in what he suggested I will eat crow, but I don't think so.  [removed]

Scooterlam

No need to eat crow QPW : )

I was hoping the original post could stand on its own in terms of the basic "want".  That is, to do a simple search for a particular, closed account using search bar functionality as proposed in the op image.   Again, for perspective, I have 186 accounts spread over 12 categories and up to 7 page scrolls.  And yes, its easy to miss the account you were looking for, only to scroll, scroll, scroll some more!

For sure, finding the account quickly, is just a first step in a whole host of follow-on activities, what ever they may be, right...?   What are my <abbreviated> user stories here?  Or more appropriate those "follow-on" activities? 

Find a closed account(s) when I am unsure of how I named it.  Find a closed account(s) to validate/or troubleshoot the cost basis reported in the new account is correct.  Find a closed account(s) used when I was an ex-pat because I may be returning to the same country and I want to refresh my recollection regarding C.O.L.  Find a closed account, from the current or past tax year to review "account details" such as  customer service numbers, website URL and login credentials I used.  Find a closed account(s) related to student loan accounts.  The list goes on.   But....this list is not the point. The account search is a means to quickly get to the relevant account.  It should be simple.

I do use "all transactions" to find a payee, an amount, a KW in a memo field, et al.  It would not be my go to in terms of simply finding a closed account.  Just too much noise returned when the search bar returns hits from all records and fields.  Yes its a workaround.

Admittedly, not a real high priority idea to be sure!  I was surprised at such passion!   So.....vote on it if you like, suggest a workaround as you have, improve the idea, voice your opposition....its all fine. 

Scott
2019 QW HBR R17.5

smayer97

Scott said:

No need to eat crow QPW : )

I was hoping the original post could stand on its own in terms of the basic "want".  That is, to do a simple search for a particular, closed account using search bar functionality as proposed in the op image.   Again, for perspective, I have 186 accounts spread over 12 categories and up to 7 page scrolls.  And yes, its easy to miss the account you were looking for, only to scroll, scroll, scroll some more!

For sure, finding the account quickly, is just a first step in a whole host of follow-on activities, what ever they may be, right...?   What are my <abbreviated> user stories here?  Or more appropriate those "follow-on" activities? 

Find a closed account(s) when I am unsure of how I named it.  Find a closed account(s) to validate/or troubleshoot the cost basis reported in the new account is correct.  Find a closed account(s) used when I was an ex-pat because I may be returning to the same country and I want to refresh my recollection regarding C.O.L.  Find a closed account, from the current or past tax year to review "account details" such as  customer service numbers, website URL and login credentials I used.  Find a closed account(s) related to student loan accounts.  The list goes on.   But....this list is not the point. The account search is a means to quickly get to the relevant account.  It should be simple.

I do use "all transactions" to find a payee, an amount, a KW in a memo field, et al.  It would not be my go to in terms of simply finding a closed account.  Just too much noise returned when the search bar returns hits from all records and fields.  Yes its a workaround.

Admittedly, not a real high priority idea to be sure!  I was surprised at such passion!   So.....vote on it if you like, suggest a workaround as you have, improve the idea, voice your opposition....its all fine. 

Scott
2019 QW HBR R17.5

Simple useful filtering UI idea!  :-)

smayer97

Scott said:

No need to eat crow QPW : )

I was hoping the original post could stand on its own in terms of the basic "want".  That is, to do a simple search for a particular, closed account using search bar functionality as proposed in the op image.   Again, for perspective, I have 186 accounts spread over 12 categories and up to 7 page scrolls.  And yes, its easy to miss the account you were looking for, only to scroll, scroll, scroll some more!

For sure, finding the account quickly, is just a first step in a whole host of follow-on activities, what ever they may be, right...?   What are my <abbreviated> user stories here?  Or more appropriate those "follow-on" activities? 

Find a closed account(s) when I am unsure of how I named it.  Find a closed account(s) to validate/or troubleshoot the cost basis reported in the new account is correct.  Find a closed account(s) used when I was an ex-pat because I may be returning to the same country and I want to refresh my recollection regarding C.O.L.  Find a closed account, from the current or past tax year to review "account details" such as  customer service numbers, website URL and login credentials I used.  Find a closed account(s) related to student loan accounts.  The list goes on.   But....this list is not the point. The account search is a means to quickly get to the relevant account.  It should be simple.

I do use "all transactions" to find a payee, an amount, a KW in a memo field, et al.  It would not be my go to in terms of simply finding a closed account.  Just too much noise returned when the search bar returns hits from all records and fields.  Yes its a workaround.

Admittedly, not a real high priority idea to be sure!  I was surprised at such passion!   So.....vote on it if you like, suggest a workaround as you have, improve the idea, voice your opposition....its all fine. 

Scott
2019 QW HBR R17.5

P.S. I have over 200 accounts, with less than half being closed. :-\

PeterN

I totally agree with Scott's suggestion to put a "search box on the Account List page." I don't understand the confusion. SO, Quicken, can you do this? It seems simple enough.

Quicken Anja

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