IDEA: Add a Search Bar to the Account List

ScooterlamScooterlam SuperUser ✭✭✭✭✭
edited December 2018 in Display/UI (Windows)
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


3
3 votes

No Status · Last Updated

Comments

  • Connie BrownConnie Brown Member ✭✭
    edited December 2018
    That sounds useful.
  • NotACPANotACPA SuperUser ✭✭✭✭✭
    edited December 2018
    What would you want to search for?  Accounts or Transactions?

    The Global Search in the upper right hand corner already does that.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Connie BrownConnie Brown Member ✭✭
    edited December 2018
    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.
  • NotACPANotACPA SuperUser ✭✭✭✭✭
    edited December 2018

    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.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • QPWQPW Member ✭✭✭✭
    edited December 2018

    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.
  • QPWQPW Member ✭✭✭✭
    edited December 2018

    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.
    image
  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited December 2018
    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.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • QPWQPW Member ✭✭✭✭
    edited September 2019

    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 BrownConnie Brown Member ✭✭
    edited December 2018
    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.
  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited September 2019

    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.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • QPWQPW Member ✭✭✭✭
    edited September 2019

    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:
    image


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

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

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

    When he really wants:
    image


    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.
  • QPWQPW Member ✭✭✭✭
    edited September 2019

    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]
  • ScooterlamScooterlam SuperUser ✭✭✭✭✭
    edited December 2018
    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


  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2018
    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!  :-)
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    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 Q user since '92, STILL using QM2007)

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2018
    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. :-\
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    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 Q user since '92, STILL using QM2007)

  • PeterNPeterN Member ✭✭
    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.
Sign In or Register to comment.