Idea: Persist default sort in Planning>Savings Goals to last used

Quicken Windows Subscription Member ✭✭
edited April 2024 in Budget and Planning Tools

Under the Planning Tab>Savings Goals, the Sort by: field always defaults to "Date Created." I would like to be able to save the default to the last sort option I used or allow the default to be changed in settings. Please refer to the following thread:

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Comments

  • Quicken Windows Subscription Member ✭✭

    I have over dozen unique Savings Goals for everything from Emergency Funds, Yearly Subscriptions, and Entertainment Goals. I have bi-weekly auto transfers from my main checking account into these Savings Goals and name them so that when I sort by "Name" I see my most frequently used Savings Goals at the top.

  • Quicken Windows Subscription Member ✭✭

    It would be helpful if the sort-order selection could be ‘sticky’ - to stay where you put it (until you change it again).

    The way it is now, if you change it to ‘Name’ and move to a different screen, it will revert/default back to ‘Date Created’ when you come back.

  • Member ✭✭

    YES, Please! On the Planning Tab, Savings Goals, please, you code slingers at the big Q, remember the last used setting and don't continually default on program startup to "Date Created".

    TIA,

    Gregg

  • Quicken Windows Subscription Member

    Agree with others on this topic - Would like a custom sort option where we can stack our most used Savings Goals to the top of the list. Also, would be nice if there were a 'narrow' or 'compact' view of the Savings Goals as the boxed view is very bloated and only allows 4-5 goals to be viewed at a time before having to scroll. This bloated view was introduced years ago, I remember a time when each SG was presented in Quicken as a compact list view

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