R40.13 reintroduces investment transaction sort order bug.

In R39.17 the developers put in this "feature"/bug.
"Security transactions from the same day now appear in alphabetical order."

https://community.quicken.com/discussion/7909597/r39-17-investment-register-formatting-missing-info-messed-up-the-two-line-mode

In R39.23 they took it out and so things were working correctly.
Now it is back in R40.13 with the same bad results!
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Comments

  • miklk
    miklk SuperUser, Windows Beta Beta
    Yes, I didn't check but if I scroll back I have many entries with that same display bug that was previously fixed. 
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    edited April 20
    Yep, the bug is back. Whatever Quicken staff thinks "Security transactions from the same day now appear in alphabetical order" is supposed to do, it breaks investing registers pretty badly. I recently paid my 2021 income tax and 2022 first estimated tax. Look how this appears in my two-line register. 2 transactions duplicated and 2 transactions show in one line instead of two. (The first of each triplet is a different transaction. The 2nd & 3rd of each triplet are duplicates of each other.)
    I hope staff will consider reverting this code back to the previous version which worked fine.
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Glad that I haven't updated to R40.13 yet.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Hopefully this is just a "merge error" and they will remove it again.

    Sorting alphabetically is just plain wrong.  The fact that it messes up the 2-line display mode is just more reason it shouldn't have been put in place.
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  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    NotACPA said:
    Glad that I haven't updated to R40.13 yet.
    Me too. New releases get vetted on my test PC for at least a month before I adopt them into production.
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • splasher
    splasher SuperUser ✭✭✭✭✭
    I'm running R40.13 and I don't have any dups or odd things going on in my investment accounts.  Is it my clean living that allows me to not have this issue.
    Here are my Investment Transactions preferences:


    and a screen shot of a register:



    First time thru OSU, I got transactions from Chase and Edward Jones, 9 flashes using Chare and 18 or 19 during EJ.  A second OSU only had the flashes during the EJ part (19 flashes).
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
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  • Quicken Anja
    Quicken Anja Moderator mod
    Hello All,

    Thank you for alerting us about this issue resurfacing.

    I've informed the proper channels of this and we have requested to have the ticket for this bug reopened. Unfortunately, we won't have an ETA on this. 

    Apologies for any inconvenience in the meantime! Thank you.
    (CTP-3496)
    -Quicken Anja
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    splasher said:
    Is it my clean living that allows me to not have this issue.
    Or perhaps your transaction types. Do you have any recent cash transactions, e.g., Withdraw? My old Withdraws look fine, but recent ones are messed up.
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    @splasher it isn't your clean living ;) , it is the fact that you don't have different security actions types on the same day.


    On the flashing, that is definitely a new bug introduced, here one of the threads on that:
    https://community.quicken.com/discussion/7912145/screen-flashes-during-update
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  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    Chris_QPW said:
    Hopefully this is just a "merge error" and they will remove it again.

    Sorting alphabetically is just plain wrong.  The fact that it messes up the 2-line display mode is just more reason it shouldn't have been put in place.
    There seems to be merge errors quite frequently. 

    Quicken user since Q1999. Currently using QW2017.
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  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    mshiggins said:
    Chris_QPW said:
    Hopefully this is just a "merge error" and they will remove it again.

    Sorting alphabetically is just plain wrong.  The fact that it messes up the 2-line display mode is just more reason it shouldn't have been put in place.
    There seems to be merge errors quite frequently. 

    I always hated having multiple branches for software development for this very reason.  It is all too easy to make this kind of mistake.
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  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    NotACPA said:
    Glad that I haven't updated to R40.13 yet.
    Me three
    Chris_QPW said:
    ... 
    Sorting alphabetically is just plain wrong.  The fact that it messes up the 2-line display mode is just more reason it shouldn't have been put in place.
    Emphasis added!
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    R40.21 fixes the two-line display problem in investment accounts, but is still sorting by the action type, instead of the order entered.  This is wrong because in an investment register the order that transactions are entered can affect the results.
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  • JMPenn
    JMPenn Member
    Anyone who trades options will find this sorting confusing to look at after the fact. The sorting is by date, action, then security. Buys come before the dividends used to make a purchase. A day trade of a vertical spread would see the buy, cover short, short sell, then sell. (with dividends received the same day put in between) There needs to be a preference setting to allow to display in the order the transactions were entered for a given date.
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    I have yet to see an explanation from Quicken why they think this new transaction sort is beneficial. It is clearly wrong.
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • splasher
    splasher SuperUser ✭✭✭✭✭
    I have yet to see an explanation from Quicken why they think this new transaction sort is beneficial. It is clearly wrong.
    Probably because no one on the dev team is old enough to have investments.
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    -also older versions as needed for testing
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  • Captdl
    Captdl Member
    I too do not like this sorting. I do several transactions in a single day, and need the transactions the way I enter them. Else the running balances are wrong for beginning and end of day. for one acct, I want Xln to be in first of the day and Xout and the end of the day. With all kinds of buys/sells/shtsell/cvrshort in between. The sort with Xln/Xout at end of day is incorrect.
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    from R40.13 - it's not a bug... it's a New and Improved Feature -

    What’s Improved

    Security transactions from the same day now appear in alphabetical order

    QWin Deluxe Subscription - Win10
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    Because this design flaw was intentional, I've created an Idea to back it out.

    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • ML Johnston
    ML Johnston Member ✭✭
    How about just reverting back to the preferred sort by time and then figure out how to add an option for alphabetically sorting transactions? Or save yourselves a lot of time and forget about alphabetical sorting as it has no apparent use.