Ability to highlight a transaction in color

kmclancy

The ability to use a Highlighter on a transaction, seams to only be a discussion issue for the Mac version. I would especially like it due to the Covid-19 Assisted Living facilities in person restrictions I have to help my mother via a remote desktop. Due to her limited vision I spend a lot of time moving the cursor in a circle over a transaction to bring it to her attention. If I could change the transaction background color it would help. Also it would help me if I could highlight reconciliation added transactions, it would be easer to find a highlighted line scrolling than to look for the minuscule flag on my tablet view of her desktop. Her Bank creates problems by updating the online balance a day before adding the transaction, so the reconciliation is always wonting to add correction, that the next day need to be removed because the real transaction has been added to the register. The ability to Highlight would also make remote comparison to bank statements easer to find dup transactions.

Quicken Community

Quicken currently doesn't have this feature, but it would be helpful to me and probably others. Can it be added in as part of a future update?

Unknown

really important for old folks with bad eyes

smayer97

frank said:

really important for old folks with bad eyes

For that, you may want to add your VOTE to Add Ability to Change Font Size.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

While you are at it, you may want to add your VOTE to related IDEAS found on the List of Requests for User Interface Options and Features. Click on the underlined link, then follow the instructions to add your vote to more related ideas.
 
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

Rocket J Squirrel

When I click on a transaction in a register, its background color changes to a bluish gray. Is the problem that background isn't distinct enough? Perhaps try changing the register background color in Edit > Preferences > Register > Colors such that the bluish gray highlighting contrasts more with unselected transactions.

It sounds like you or she is doing auto reconcile after every download. Given that the bank is always sending inconsistent data, maybe you should disable auto reconcile. If you reconcile against actual bank statements, those will be far enough in the past that the transactions and balance will be consistent.

I'm not denigrating your idea, just suggesting some workarounds that might help a bit.

kmclancy

I am looking for a permanent Highlight not the "editing transaction highlight. Something I can highlight this week and easily see two weeks later, it also needs to be able to highlight multiple transactions.

Your suggestion to disable auto reconcile has been my only workaround, she no longer reconciles, but leaves it to me to figure out. thus the need the permanent highlight for questionable transactions I maybe looking for a month later.

I have been setting flags, but due to remote viewing of my mothers extra large fount, from my Windows surface tablet the flags are difficult to find while scrolling back through a month or two looking for them.

GeoffG

Why not place some special symbols in the memo field such as *** Note *** or some such. This can easily be seen or searched on. 

kmclancy

"If you reconcile against actual bank statements, those will be far enough in the past that the transactions and balance will be consistent"

Your correct this is the only sure way. Once again it may only be an issue for be because I have to do it remotely, But I think it would be helpful to be able to Highlight all the bank statement transactions without having to permanently change them from cleared to reconciled, especially in the case where some of the transactions may have already been marked as reconciled.

kmclancy

"Why not place some special symbols in the memo field such as *** Note *** or some such. This can easily be seen or searched on."

My only problem with that suggestion is my mother likes using the memo field for explanations/Discerptions of the transaction

Rocket J Squirrel

Ah, I didn't understand you want highlighting that persists across sessions. That's a reasonable idea. I voted for it, and you should also.

Brian_STL19

I have been wanting to do the same thing. I would love to be able to highlight entire lines. For example assign my electric bill a aqua blue, gas bill green etc... this way I can verify all my major expenses have been deducted. Or flag deposits in colors when they are in regards to a loan for something. My Father is ill right now as well and I have a lot of money going in several directions.

Mark Velarde

Upvoted. I agree with all the above suggestions. When I reconcile with the monthly bank statement I insert "****END OF STATEMENT**** after the last item. It would be nice if it were yellow highlighted for easy reference. The grayed out reconciled items are not distinct enough.

cbonne

I see this suggestion has been made on the Windows side but I would like to see this on the Mac version. I am using Premier.

I would the ability to use different row colors to highlight specific kinds of transactions such that I can easily tell, yup, there are/were 3 blue, 2 yellow and 1 green rows this month.

Forensics5

Add the ability to highlight individual rows in the register. Color options for fonts would be great!

Quicken Anja

Hello @Forensics5,

Thank you for reaching out to the Community with your request.

I went ahead and merged your Idea to this active Idea thread regarding this topic.

Thank you!

dansug

It would be great if Quicken would highlight the security when one clicks on it

Jimbo21742

This is still an item that would be greatly appreciated by users. It would not seem that much of a challenge when excel and word (not to mention Lotus 123 and Wordperfect) all had this feature decades ago. Come on!! let's get with the times. Just allow various color highlighting of ledger lines.
Thank you

ptlinva

Here it is, almost 2023. This feature has been requested for a LONG TIME. It would assist those of us who are elderly and whose eyesight is failing. Please add the ability to highlight transactions in different colors across sessions. It's only being used to draw attention - not change any financial calculations - just to make it more user-friendly.

PaulVonasek

At the min. highlighting sb similar to a spreadsheet, highlight a cell (in a color) then have the ability to filter it. I.e. so one can enter (set up) and visually see important/key future/past events. So when one searches a column have the option to select and choose "used" colors in the pick list too.

For example, I have a benefit/medical payment due on x date ea. month AND I must manage funding it with sufficient funding in the account, thus need to see these events for the next n (12) months.

PaulVonasek

@Quicken Anja there is a similar entry under -> DISPLAY/UI (MAC). And I will repost my (similar) request here.
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At the min. highlighting sb similar to a spreadsheet, highlight a cell (in a color) then have the ability to filter it. I.e. so one can enter (set up) and visually see important/key future/past events. So when one searches a column have the option to select and choose "used" colors in the pick list too.

For example, I have a benefit/medical payment due on x date ea. month AND I must manage funding it with sufficient funding in the account, thus need to see these events for the next n (12) months.

grandgriff

Please add a highlighting option to Quicken. I would LOVE to be able to highlight things in my register when I am reconciling to my bank account register. Yes, there is a clear option but this does not stand out and there are times I need to highlight things to notice quickly. Please, please add this option!! Before using Quicken exclusively I used a ledger and always highlighted things that I needed to keep my eye on. Thank you!