Improve handling of hidden accounts in dropdown lists and selection dialogs

Jim_Harman
Jim_Harman SuperUser ✭✭✭✭✭
Quicken treats hidden accounts differently from hidden securities, and differently in different places.

On the Investing Portfolio and Performance pages, if you select the Accounts dropdown and then Custom, there is a Show hidden accounts checkbox but the only accounts it puts in (parentheses) and hides if un-checked are those you have marked as Separate.

The same applies to the Accounts tab in report customization.

In short dropdowns, such as the From and To lists in Buy and Sell Enter Transactions dialogs for investing accounts, there is no Show hidden accounts checkbox and all accounts are included in the list. 

It would certainly be nice if Quicken made the following changes:

-- Make the Show hidden accounts checkbox show and hide accounts that are marked Hidden, not Separate

-- Add a Show hidden accounts checkbox (default un-checked) next to the short dropdowns


You might be able to work around this issue for the larger Account dialogs by marking your unused accounts as both Separate and Hidden. Marking them Separate also makes them excluded by default from reports, which is what you would want for most unused accounts.

I think at one time the display of hidden accounts in dropdowns was controlled by the Show hidden checkbox in the Account list, but that was pretty obscure.

See this discussion
https://community.quicken.com/discussion/7885695/hidden-accounts-appear-in-drop-down-menus

for more info.
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Comments

  • Frisky070802
    Frisky070802 Member ✭✭
    A related issue: I just pulled up a saved report from many years ago which referenced accounts that are no longer active and so were hidden. All of a sudden, all these accounts were no longer hidden. And I see no way to check a bunch of accounts and say to hide them all -- I had to re-hide them one by one. Ugh.
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    edited January 7
    As a variation of this proposed improvement:  I would prefer that there be two boxes in the reports Customization dialog.
    1. One box for "Show Hidden Accounts" which is checked by default.  If people do not want Hidden accounts included in the various reports, they can either uncheck this box or they can uncheck specific checked accounts as desired.
    2. One box for "Show Separate Accounts" which is unchecked by default.  If people want Separate Accounts included in reports, they will need to manually check this box or they can check specific unchecked accounts as desired.
    But I do agree with the bottom line:  There needs to be a way to better distinguish between Hidden and Separate accounts.
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  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    This continues to be a problem.  May be related to the more recent addition to report customization requiring first a selection of All Accounts, or Selected Accounts.  

    Somewhere along the line, a Tools / Manage Hidden Accounts option appeared, but that has not helped.  That tool created two classes of Hidden Accounts, but neither option apply to the Account Dropdowns used for a multitude of reports and other presentations within the program.  All such customization dropdowns should be subject to one of those two "Hide" columns (IMO).  I'd associate the first "Hide" column (Account Bar and Account List) to the dropdown lists.   
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Update: In R42.8 the wording for the Accounts selection tabs for reports and the Portfolio views was changed to match how Quicken currently works:  

    In the report customization, the All Accounts button now says All Accounts (excludes Separate accounts)

    In both the report and portfolio view customization, the checkbox below the account list now says Show Separate accounts.

    This does not address all the improvements discussed here, but it should help to reduce confusion.
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