Investment register transaction sort order

dnort
dnort Member
I have an issue with how Quicken is re-ordering items in the investment account registers lately. I’m not sure what recent update brought this undesirable feature in. I'm running version R40.21 now. My last update installed R40.13 and R40.21 at the same time so I'm not sure which one caused this mess.

It used to be items entered on the same day were sorted in the order that you entered them in. Not anymore. For example, I have a series of Sold entries that should be followed by a MiscExp entry. But now the MiscExp is at the top, followed by all the Sold entries. The way this sorts now my cash balance shows a bunch of negative values starting at the MiscExp line and continues until the last Sold is done.

The same holds true for my 401k entries. All the Buy entries are moved before the Xin entry. This also results in a series of negative cash balances.

I can't think of any reason for the out entries to be moved ahead of the in entries.

Best Answer

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
    Hello All,

    Thank you for taking the time to the Community with feedback about this investment register change.

    Our teams are aware of this and are working on an option to customize this in a future release, though we do not have an ETA at this time.

    We apologize for any inconvenience in the meantime! Thank you.
    -Quicken Anja

Answers

  • dnort
    dnort Member
    The register also use to sort the buys the same as you entered them. Now is looks like it is alphabetizing them, which is not what I like or want.
  • Marc Dupont
    Marc Dupont Member ✭✭
    I have observed the same thing after having installed release 40.23 and notice that this new behavior is listed as a new feature in the release notice (see attached clip).

    This change is not compatible with my workflow. I manually enter several transactions when I receive my monthly statement, and some dates have several transactions. It's quite strange to see the transaction you have just entered shoot up in the register and to have to scroll for it to make sure you input the numbers correctly. It also makes it more difficult to compare the register to the monthly statement.

    At least provide a switch to turn off this secondary sort key.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    See this thread.  For some reason Quicken Inc thought this was a good idea, but it isn’t.
    Note that with the latest Canadian release you are now in the same boat.
    https://community.quicken.com/discussion/7912102/r40-13-reintroduces-investment-transaction-sort-order-bug
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  • ML Johnston
    ML Johnston Member ✭✭
    I say ditto to the previous comments. This change seems to have no useful purpose. We need to return to a conventional transaction order to be compatible with everyone else. Isn't this just common sense?
    Does anyone know how we can get their attention to either return to normal or at least give us an option?
  • owh
    owh Member
    This alphabetical order transaction display is NUTS!!! Very confusing. Please change it BACK!
  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
    Hello All,

    Thank you for taking the time to the Community with feedback about this investment register change.

    Our teams are aware of this and are working on an option to customize this in a future release, though we do not have an ETA at this time.

    We apologize for any inconvenience in the meantime! Thank you.
    -Quicken Anja
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    It would certainly be interesting to hear the rationale for this change.

    To me, sorting the Transaction List with all the Buys before the Divs for a given date, followed by CGLong, then CGShort, Sell and Withdraw because that is the alphabetical order of the Actions and without regard to the order they were accepted makes no sense whatsoever.
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