Restoring sort order of accounts in accounts bar

Toxalot

I just updated from 40.28 to 42.11 and now my accounts are all out of order in the accounts bar. I have no clue how the order is determined. It seems random. My account list is alphabetical. My accounts bar used to be the same. It's cool that I can manually reorder them, but I just want them back the way they were before the update.

Why can't updates just provide new options without changing the longstanding behavior that I have become accustomed to? I hesitated clicking update, but I wanted the fix for a previous update that changed the sort order of the investment transactions.

Is there some way to sort the accounts bar alphabetically with one click or am I stuck shuffling them around manually?

[Deleted User]

@toxalot - just do a "Ctrl+A, and then at the bottom of the window, click on "Options".  You will see one of the options is to alphabetize your account list.

Toxalot

Doesn't change the order of the accounts bar.

Toxalot

I think this may actually be a bug. I just tried re-ordering some of them manually and then tried the alphabetize option. It re-alphabetized the accounts list, but not the accounts bar. It actually put the accounts bar back to its post-update order, which appears random. It's not sorted by creation date or last transaction or anything that I can determine. And it's certainly not alphabetical. The accounts bar is not in the same order as the accounts list.

How do I flag this as a bug for staff?

Toxalot

I did change the name on some of my accounts, so it's possible it's in alphabetical order based on original name. I can't be sure because I don't remember original names, but it seems like a logical possibility and potentially helpful in troubleshooting.

[Deleted User]

I think you should do a validate or super validate on your data file.  That might fix your issue. 

Please do a backup first.

Validate: 

1. File

2. Validate and Repair File...

3. Validate File

4. Click OK

5. Close the Data Log

6. Close Quicken (leave it closed for at least 5 secs)

7. Reopen Quicken and see if the issue persists.

If the issue persists, proceed to Super Validate. If the issue is resolved after performing validation, then please disregard the instructions to Super Validate.

Super Validate:

1. File

2. Hold CTRL + Shift and click Validate and Repair File...

3. Super Validate File

4. Click OK

5. Close the Data Log

6. Close Quicken (leave it closed for at least 5 secs)

7. Reopen Quicken and see if the issue persists.

Rocket J Squirrel

I don't think validation is needed. I see the same behavior as @Toxalot . The option you want is not Alphabetize Accounts; that only re-orders the Account List. You need to do Rearrange Accounts to manually re-order the accounts in the Account Bar.

[Deleted User]

@Rocket J Squirrel  I think the alphabetize option should reorder both the account list and the accounts in the account bar. 

Rocket J Squirrel

Damian said:

@Rocket J Squirrel  I think the alphabetize option should reorder both the account list and the accounts in the account bar. 

Agreed. It should, but it doesn't.

[Deleted User]

@Rocket J Squirrel I did it several times and each time it alphabetized both the account list and the accounts in the account bar.  No matter which option I try (rearrange, alphabetize) it always does both account lists.  I don't see the same behavior as you and @toxalot.

That is why I suggested a validate.

Rocket J Squirrel

Tried again today after a reboot and Alphabetize still doesn't re-order my Account Bar.

I did notice that Separate accounts are missing from the Rearrange list, which seems like a bug.

[Deleted User]

My separate accounts don't show up either when I do the "Rearrange", but if I do the "Alphabetize", the separate accounts get alphabetized along with the rest of the accounts. 

As for the Alphabetize, I did notice that when it's invoked, the main account list gets updated first, and there is a one or two second delay before the account bar is alphabetized.  But it always works for me (so far).

Toxalot

I followed the validate instructions. Issue remained. I followed the super validate instructions. Issue remains unresolved.

Clicking alphabetize option actually messes up the accounts bar I had already alphabetized manually. Accounts list works as expected, but not accounts bar.

@Damian ~ Have you ever renamed accounts in such a way that would change the alphabetical order? I'm wondering if there is some underlying sort id that is based on the original account names.

Toxalot

@Damian ~ I also notice you are using a different version. I'm on 42.11 Canada Deluxe subscription.

[Deleted User]

@Toxalot - I wouldn't think the version would make a difference, but it could.  @Rocket J Squirrel is also using the Q Win Premier US version, same as me, but he seems to have the same issues as you. 

I did a test and changed some account names to see if that made a difference.  What I found I that I am still able to alphabetize the accounts without issue.  What I noticed though is that it is not a strict alphabetization.  The account list and account bar seem to be alphabetized within account type.

Toxalot

I realize they are only alphabetized within account type. I have 3 chequing accounts and two cash accounts. The account intent for all of them is spending. They all show at the top of the Banking section. Accounts list shows them in alphabetical order. Accounts bar shows them like this...


- Chequing - Tangerine
- EQ Personal Savings Plus
- PayPal
- Petty Cash
- Chequing - Simplii

If I move the Simplii one back to the top manually and then use the alphabetize option, it gets moved back to the bottom of the section.

I have similar issues in each section.

volvogirl

Gee, check that name.  Could you have a space at the beginning or something?  Maybe edit the name and retype it.

Toxalot

@volvogirl ~ Good idea, but no luck.

[Deleted User]

@Toxalot - at this point I would recommend first sending an error report (Help->Report a problem) to Quicken Customer Support and following with a phone call or chat.

No matter how I rearrange or alphabetize, or how many times I do it, I cannot replicate your issue.   

UKR

@Toxalot ,
some pictures of your Account Bar, perhaps side by side with the Account List's Account Name column, might help us see what's going on here.

Before taking the snapshot temporarily turn off the "Show amounts" option in the Account Bar settings. As interesting as it might be, we really don't need to see that.

Can you please capture one or more images of the parts of your Quicken window showing the issue, sensitive information blacked out as necessary to protect your privacy but annotated to describe the situation, and attach the image(s) here?
https://community.quicken.com/discussion/7867159/faq-how-do-i-post-a-screenshot-in-the-community-from-windows

https://community.quicken.com/discussion/7663259/faq-how-do-i-post-a-screenshot-in-the-community-from-a-mac

Please save images to files of file type PNG, JPG, or GIF only. They're easier to work with than PDF files.

Toxalot

I submitted a report to Quicken with screenshot and data file. I really don't see what posting a screenshot here could possibly do. I've re-ordered them manually. I'm done spending my time troubleshooting what is clearly a bug. I've already lost countless hours of productivity. I'm moving on.

UKR

Toxalot said:

I submitted a report to Quicken with screenshot and data file. I really don't see what posting a screenshot here could possibly do. I've re-ordered them manually. I'm done spending my time troubleshooting what is clearly a bug. I've already lost countless hours of productivity. I'm moving on.

Your decision. I'd say, case closed.

Jim_Harman

You will not get a response if all you did was use the Report a Problem link. You must also contact Support directly. Make sure the agent understands the problem and get a ticket number for future reference.

Also have you tried setting up a test data file with some dummy accounts and seeing if you have the same problem there? That will tell if the issue is related to your data file or is something more general.

Also none of us are using the Canadian version of Quicken. That might make a difference. Make sure sure the Support agent knows that.

Toxalot

It's my belief that this is a bug and can't be fixed on my end. I am not the only one experiencing this issue. @Rocket J Squirrel can duplicate the issue and is not using a Canadian version. This indicates that it is indeed a general problem and nothing to do with my data file.

I've never been satisfied with customer support. I'm really not interested in sitting on hold so I can be told that they'll look into it, but they have no ETA. Or worse, be asked to duplicate all the troubleshooting I've already done. I'm actually sorry I started investigating in the first place. I would have been better off if I had just manually re-ordered them from the get-go and gotten on with my day.

If Quicken cares about its product and customers, it will investigate the problem report properly and fix the issue in a future release. If not, there's nothing I can do about it.

Rocket J Squirrel

Toxalot said:

@Rocket J Squirrel can duplicate the issue and is not using a Canadian version. This indicates that it is indeed a general problem and nothing to do with my data file.

Maybe. I know my data file is corrupted.