When I enter any transaction, how do I keep Quiken from changing the order in my list?

dvdrttr214
dvdrttr214 Member ✭✭
I'm a novice user, having tried and quit Quicken several times. I've decided to get 'serious' with this attempt :)
In the past, I noticed that, when I enter various transactions, Quicken moves the transaction to a different place in the list. I understand that if the date changes but I don't understand what's happening if all the transactions are on the same date.
As an example: suppose I enter A,B,C,D,E,F. When I look at the list, I might see: A,F,E,C,D,B. Sometimes the entries are not even in the same group I entered but appear somewhere else completely.
The entries are always there but I would like every entry to follow in the order I entered them. Am I missing a setting that will prevent this?
Thanks.

Best Answer

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Answer ✓
    Click on the GEAR icon in the upper right corner of the account register ... and then click on "Sorting Options"

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Answer ✓
    Click on the GEAR icon in the upper right corner of the account register ... and then click on "Sorting Options"

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • dvdrttr214
    dvdrttr214 Member ✭✭
    Thanks
  • dvdrttr214
    dvdrttr214 Member ✭✭
    Oops ... think my thanks was a little premature. There are 2 gears ... upper right and in the task bar. The gear in the upper right corner doesn't have that option ... it adjusts the dashboard. The other gear doesn't have that option either. Help isn't much help when I enter 'sorting options.'
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    What version of Quicken are you running? Current subscription version has only 1 gear. Here's the sort options.

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    You can sort most of the register columns by just clicking on the column heading like DATE.  If you click it again it will toggle and reverse the order. Are you in a individual account?  While in a register, click on "Account Actions", select "Sorting Options"  Or for earlier versions click Options at the top of the register on the right side.  If you sort by anything other than the Date column you might not get a true running balance.  So after you sort and look around be sure to sort it back by the date.


    I'm staying on Quicken 2013 Premier for Windows.

  • dvdrttr214
    dvdrttr214 Member ✭✭
    Thanks to all who commented ... I found the sorting option. I hadn't entered an account, and was just looking on the dashboard. Once I put in an account, the gear and the sorting options were visible.
    Thanks again. The issue is resolved.
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