Allow updating ACTION in Inspector for multiple transactions

scrlnet

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...

scrlnet

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.

jacobs

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.

scrlnet

I believe the equivalent in Quicken Windows would be the REF field.

scrlnet

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_Tyka

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.

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scrlnet

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...

jacobs

I agree that all fields should be accessible and actionable in the Inspector.