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Allow updating ACTION in Inspector for multiple transactions

scrlnetscrlnet Member ✭✭
I like the ability to multi-select transactions, press CMD+I, and then make edits on all transactions in one go, however the Inspector does not let me change the ACTION field, which would be very handy. That field is user-customizable and therefore should be included in the set of fields the Inspector can modify.

In my specific case, I use the ACTION field to mark selected transactions as a "set" (e.g. a transfer to a credit card, and all the transactions that credit "paid" for) as well as a marker to things to remember to do (a replacement for Quicken for Windows' "flag" feature which isn't available yet in the Mac version).

Having to set this action manually on a bunch of transactions take quite a long time... :(
4 votes

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  • scrlnetscrlnet Member ✭✭
    I'm still waiting for this... :smile:

    I'd also like to see the ACTION column show up in Quicken Web and Mobile. Not having it there makes managing my finances more awkward when on the go since I make heavy use of the ACTION column on desktop.
  • jacobsjacobs SuperUser, Mac Beta Beta
    Quicken web and mobile must be interoperable between Quicken Mac and Quicken Windows, and I don't know if Quicken Windows has the same Action field. 

    This topic has accumulated very few votes over the past year, so it's quite possibly not on the developers' priority list.
    Quicken Mac Subscription • Quicken user since 1993
  • scrlnetscrlnet Member ✭✭
    I believe the equivalent in Quicken Windows would be the REF field.
  • scrlnetscrlnet Member ✭✭
    The field is there, why not make it more useful? Bulk edits are supported on many other fields. Otherwise, give me a way to append or preprend text to the COMMENT field in bulk edit. Right now, bulk edit is only a "full replace" option, so it'll wipe out any existing comment text I might want to preserve.

    Just feels like an easy usability itch that fixing would go a long way to scratch. :smile:
  • Quicken_TykaQuicken_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

  • scrlnetscrlnet Member ✭✭
    OK, I'll keep asking. Other fields are editable with the Inspector. I use the ACTION field for key workflows and I need to apply the same action to multiple transactions. It's a real pain to have to use a combination of multiple key presses to achieve this. Why can't the Inspector allow me to do it across multiple transactions like it can for other fields? Simple usability issue to fix...
  • jacobsjacobs SuperUser, Mac Beta Beta
    I agree that all fields should be accessible and actionable in the Inspector. 
    Quicken Mac Subscription • Quicken user since 1993
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