Order of Investment Transactions?
litesign
Quicken Windows Subscription Member ✭✭
In a recent version upgrade, I noticed "Security transactions from the same day now appear in alphabetical order." as an improvement.
It appears they are alphabetical by "Action" which is a really dumb way to sort. Why did they change it to that. Previously all new transactions for a day were alphabetized by Security (which makes the most sense)?
It appears they are alphabetical by "Action" which is a really dumb way to sort. Why did they change it to that. Previously all new transactions for a day were alphabetized by Security (which makes the most sense)?
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Answers
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I guess someone thought it was a good idea.
It has been proposed that it be put back to the original order:
Restore previous investment register sort order — Quicken
The good news is the change is "planned" so we should hopefully see it put back sometime soon.Quicken Windows user since 1993.
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See this "Idea" post to revert that change.
https://community.quicken.com/discussion/7913043/restore-previous-investment-register-sort-order#latest
Quicken has indicated that 'correction' is planned but there is not schedule for it (not a surprise there). Exactly how it will be corrected is unknown - we can only hope. As noted (I think) in those comments, that sort-by-action was in an earlier release also and was quickly removed.
As to Why they even attempted that sort-by-action approach, no one seems to have any idea and Quicken is not saying.
Actually, I believe the prior approach was sort by order entered within the day. That seems to be preference of most users who have commented.1
This discussion has been closed.