Bills & Income — Sort by Account Name (5 legacy & 5 merged votes)

This discussion was created from comments split from: Minimum Balance for Ebills (6 merged votes).
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  • egonegon
    egonegon Member
    edited December 2020
    Is there a way to sort the Bills & Income tab by ACCOUNT? I have four accounts - each with their own scheduled transactions and I often need to update or verify ... The screen does not offer the ability to sort by account as far as I can tell... Hoping there is the ability. Sifting through 75+ reassuring transitions is a pain.
  • MontanaKarl
    MontanaKarl Member, Windows Beta, Mac Beta Beta
    That's a good request for a future release.

    I haven't used Bills/Income in the Mac version. The equivalent in the Windows version does at least include an "Account to use" column so you know which account is being used. (For what it's worth, the Windows version of Quicken for some reason does not allow sorting by the Account column, even though it at least displays it.)

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  • UKR
    UKR SuperUser ✭✭✭✭✭

    A Community Moderator changed this discussion to an Idea.
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  • Scott Rose
    Scott Rose Mac Beta Beta
    1. We need the ability to sort by account name (for the reasons that I outlined above), and...

    2. We also need the ability to see the FREQUENCY OF OUR TRANSACTIONS on the "Bills & Income" screen. Without seeing the FREQUENCY of our transactions, we can't sort by frequency nor view the frequencies at-a-glance. We're required to manually edit each bill in order to see the frequency.

    All of this was a part of Quicken 2007, but here we are 14 years later, and crickets...  ;)
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited May 2021
    Yes. very much needed. Basics to be able to manage scheduled transactions!
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  • JamieJ
    JamieJ Member
    Still no update it seems? This was one of the bigger functions I used in the 2017 version and now it has me wanting to move to another program as its a tremendous slow down