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Report Acct order

volvogirl

I have Q2013 on Windows. I just renamed and reordered some of my CD accounts. I added the maturity date to the name and resorted them on the account bar in date order. But when I select them to get a report the customize account list is in alphabetical order not the same as my account bar. Can I get it to match the account bar order? Do you need screen shots?

Like I have:
CD 1-21-24
CD 5-13-24
CD 2-2-25

But it shows in report with the last one 2-2-25 as second. Is the only way to change the way I enter the date? Hmmm I guess I could add something to the end of CD, like CDx. I'll try that.

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mshiggins

Maybe try renaming accounts to CD yyyy-mm-dd format, e.g., CD 2025-02-02.

volvogirl

Ok I figured out to add a 1, 2, 3 to end of CD. It wouldn't let me add 2 spaces after CD to trick it.

CD1 1-21-24
CD2 5-13-24
CD3 2-2-25

splasher

https://community.quicken.com/discussion/comment/20380736#Comment_20380736

When you get to CD10, it is going to show up between CD1 and CD2. Doing YMD as suggested by mshiggins should prevent that.

volvogirl

I am an accountant but early on wanted to be a librarian (before computers) and know to add leading zeros like CD01, CD02, CD03 etc. Don't think I'll ever have 10 or more CDs at a time at the same bank. I didn't show the full name starting with the bank like WFB CD1.

Chris_QPW

One has to understand that the sorting a program like Quicken is going to use for this is "ASCII".

One character at a time starting with the most first/left most character. Lower number (first column) first, as in + will be sorted before 0.

This why the best format for a date is YYYY-MM-DD. (and yes, means using zeros, so that 02 comes before 10).

(The second column is the same number as the first column, but in hexadecimal)

Rocket J Squirrel

Trying to remember the last time I saw the word "ASCII"! 7 bits!

I am of the generation that had to know ASCII for assembly coding. EBCDIC confounded me.

Chris_QPW

EBCDIC confounded me.

That is because it was created by IBM and they loved to make everything more complicated than it needed to be. DEC was famous for that too. 😉

These days most people just say non-Unicode, and most of the time that means ASCII at least for the US.