Add "move one day forward/backward" arrows to Investment screen before/after the as of date

Qso
Qso Member ✭✭
edited February 25 in Investments (Windows)
It would be nice to have "move one day forward/backward" arrows to Investment screen before/after the "as of date" and calendar drop down on the "Show " line at the top.

This would make it much easier to review the investment summary changes by day. As it is now, I have to either type in the date manually or click on the calendar button then click on a date.

Adding forward/backward arrows would on the Show line would make it so much more efficient!

The attached image below is a VERY crude mockup of what I'm talking about.

This would be useful on other calendars in the program, as well, but I would take it only on the investment screen as a start.
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  • UKR
    UKR SuperUser ✭✭✭✭✭
    This functionality already exists.
    As with practically all Date fields in Quicken, you can use keyboard shortcuts to manipulate the date. Click on the Date field so that the first subfield (usually month) is highlighted blue. Now press the "+" or "-" key to increment or decrement the date by one day. Press Enter to update the view.

    Date keyboard shortcuts

    Assuming this date, May 7th, 2020, is shown in the date field and you are using standard US - style dates (this may not work with other date formats) ...

    • "+" advances the date by 1 day
    • "-" subtracts 1 day from the date
    • "t" inputs Today's date, 5/7/2020
    • Typing 0501 gives 5/1/2020 (always type it with leading zeros for month and day numbers 01...09, no slashes)
    • Typing 123019 gives 12/30/2019 (no slashes required)
    • Typing 12011999 gives 12/01/1999 (again, no slashes required)
    • "m" gives the first day of the month
    • "h" gives the last day of the month
    • "y" gives the 1st of January of the year
    • "r" gives the 31st of December of the year
    • "w" gives this week's Sunday, 5/3
    • "k" gives this week's Saturday, 5/9
    • typing the same letter again advances to the next / prior interval, e.g. "ww" = 4/26/2020
    • combine multiple keystrokes to get the desired date, e.g., "m-" results in 4/30/2020 (m = 5/1. - = 4/30)

  • Qso
    Qso Member ✭✭
    thanks for the response but typing a key on keyboard isn't a button click (what I'm actually asking for) so it isn't existing functionality. I'm trying to eliminate 2 additional clicks as currently required and don't want to type anything.

    Also, if I click on INVESTING and then click "+" or "-" nothing happens. If I click on the "As of" date, I can click "+" or "-" and the date changes but not the associated account amounts/details.
    I have to go into the calendar and actually click on a date if I use the calendar button. Should be pretty easy to add previous/next beside the "As of" date/calendar button.

    I want previous/next BUTTONS that would be the same as me clicking on the calendar date and amounts showing correctly.

    What I'm asking for is akin to the "previous day" and "next day" buttons in a google calendar.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Looking at several calendars in Windows I don't see a single one that has buttons for moving by day.
    And that includes Google's calendar.


    The buttons I have indicated above are for the month, there isn't any for the day.

    I think the general assumption is that the days are all being displayed, so all you have to do if using the mouse is click on the day you want.
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  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    The more I think about this, this isn't a change to the calendar even though you state it that way.

    You are asking for a very specialized changing of this view.

    The "calendar" is what happens when you click in the As of: field or on the calendar icon.
    You actually want to change the "As of:" date by "external controls".  This isn't something that is generic to the use of the calendar.

    As example it wouldn't make any sense for use in a transaction, report, ...

    In fact, the only place in Quicken I can think of that this makes any sense is in the Portfolio view and the Holdings view.
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  • Bob_L
    Bob_L SuperUser ✭✭✭✭✭
    edited February 25
    I can relate to what I think is being asked.  I run quicken every morning before the market opens. In turbulent times, like now, I want to see what the change in Market value is for my portfolio and which funds are causing it.  So, every day when I open portfolio, I go to the as of date and click on the day before to get what I want.

    While I am used to doing this, I have thought maybe there could be a portfolio preference setting that causes opening to the day before depending on time of day(market open or not) and day of the week (to deal with weekends).
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  • Qso
    Qso Member ✭✭
    > @Chris_QPW said:
    > Looking at several calendars in Windows I don't see a single one that has buttons for moving by day.
    > And that includes Google's calendar.
    >
    >
    >
    > The buttons I have indicated above are for the month, there isn't any for the day.
    >
    > I think the general assumption is that the days are all being displayed, so all you have to do if using the mouse is click on the day you want.



    Actually, if the view is DAY (my default) then the buttons on google calendar beside the date at the top ARE for previous day/next day (as you can see in screenshot below when I hover over those icons).
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Qso said:
    Actually, if the view is DAY (my default) then the buttons on google calendar beside the date at the top ARE for previous day/next day (as you can see in screenshot below when I hover over those icons).
    True, but Quicken's calendar is never in "day mode".  It is always by month.
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