Expansion of tag field in transaction views

kbtagain

When viewing transactions that are "split" to various tags, the column view on the display is too short to display the entire tag name that I have created. I AM REQUESTING THAT YOU EXPAND THE FIELD LEGNTH IN THE VIEW OF A SPLIT TRANSACTION TO ALLOW FOR A LONGER AND COMPLETE TAG NAME TO BE DISPLAYED. IT WOULD ALSO BE NICE TO SEE ONLY THE PORTIONS OF SPLIT TRANSACTIONS FOR A PARTICULAR TAG. Let's say I want to review all Tags for General Spending: Rx Health and Beauty Related. Right now the display includes ALL splits for each transaction. I WOULD LIKE THE ABILITY TO SEE ONLY THE specific TAG I am looking for.

I use a version of Quicken Mac to monitor transactions made my my Aunt during the course of the year. I am her court appointed Conservator and have oversight over all of her financial accounts and spending. My Categories are broken down into various buckets for Merchants and Vendors where I track both purchases and returns separately. For Example categories are created as per below:

Shopping: Costco

Shopping: Costco - Returns

Shopping: Target

Shopping: Target - Returns

I then use the tags listed above (in the second screenshot I attached) to break the details of the transactions (both purchases and returns) into the Tags listed. One receipt for a $250 purchase may be broken down into multiple tags and one receipt for a $50 return transaction may be broken down into "credits" for multiple Tags. I use the the categories of Shopping: "Vendor Name" in order to group all the transactions into separate summary totals for the Vendor (both purchases and returns). In the case of Costco there may me multiple Payees in the credit card file downloaded to Quicken such as Costco - Wyoming, Costco - Grandville, Costco - Kentwood etc based on the physical location where transaction took place. Using my categories allows me to "group" ALL Costco Purchases and ALL Costco Returns into totals.

[Removed - Personal Information]

jacobs

@kbtagain It's not just the Tags field on the Splits screen which is too small; Notes is too small for my use, and sometimes both Transfer and Category would benefit from being larger. You also can't enlarge them, as you can enlarge columns in the main register display. You also can't re-arrange them, or hide them.

I believe the Split screen should be re-coded to simply follow the column visibility, order and width of the register. There is an existing Idea thread for this request.

Make Splits in Register Variable Width (and Visibility & Order) in Quicken for Mac (31 Legacy Votes)

smayer97

Oct 29, 2016

Right now the width of split transactions is fixed. The current width is quite narrow to be able to see the data entered, especially in the Tag and Transfer fields. But if you widen the register, the fields in the split screen do not change width.

You may use the current widths as a minimum size but please allow the fields to widen when the register is widened, especially on larger monitors. 

An alternative solution might be make fields wider by default or match the wider field width in the register. If there would be an issue with narrow windows, make it so that if the screen is too small, you could offer a user preference to either show narrower fields, down to the current width being used, or show the splits into a 2-line mode.

See below for additional comments about the layout of split transactions.

If you would like to see this functionality in Quicken Mac, click the black up arrow under the vote counter in the yellow box under this post. You must VOTE to have your view counted! 

---

View Post

It has been marked as "Under Consideration", which means it has received enough votes to be forwarded to the developers, but the developers have not yet agreed to implement the change and assign it a time on their development schedule. More votes for an Idea can help push it up on their radar, so I suggest you add your vote (and, optionally, copy-and-paste your comment there.)

You have another feature request in your post: the ability to search for and display only the splits which match your search term. Search in a register returns only transactions, not individual split lines. This is a request for a different type of Search result which could mix non-split main transactions and split lines of split transacitons in one list of results. This would also allow the search results total to be the total only for the matching lines which match the Search term, instead of entire transactions containing the Search term. You might want to add your vote for this Idea thread which relates to that:

Improvements Needed to Searching with Multi Splits (Q Mac)

Richard Kennedy

Apr 11, 2023

I am using Quicken Premier for Mac Version 7.0.0 (Build 700.48698.100) under macOS 13.3.1.

I often have dozens and dozens of splits in a single transaction. When I search for certain text in an account, only the top level transaction is listed. This then requires manual searching through the splits to find the required text.

The text search for should be easier to find when a transaction has multiple splits. The searched for text could be bolded or colored.

---

View Post

jacobs

@kbtagain Just re-reading your post, I have a comment/possible suggestion about your organization of transactions you're tracking.

I'm not sure why you use the Category field for each individual merchant/vendor. The Payee field already does that for you. If you used Categories for the things you're now doing in tags, you would be able to do reporting on by Payee and by Category, without the use of Tags with very long names.

In your example, you'd have either two Payees (Costco and Target) if you could track the returns as sub-categories, or four if you needed separate Payees for the returns. Then you could have categories with sub-categories for each of the things you're currently tracking as Tags. What you're doing with Tags is what Categories is intended to do.