Move Memo/Notes Search to Report Toolbar (Q Mac) [EDITED]

bmccune08
bmccune08 Quicken Mac Subscription Member
edited September 9 in Reports

Move the "Memo/Notes Contains" filter from the Reports > Edit > Advanced screen to a search bar that is readily available on the front end of the report. Similar to the search bar available to us in accounts.

report-search-bar.png.jpeg

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  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited September 9

    The main Reports menu bar, which you show above, does not include any of the search criteria for the report, so I would argue this is not the right place form Memo/Notes Contains. However, I absolutely agree that having it buried at the bottom of the Advanced tab, where the developers dropped it when they added this feature, is also not good; many users probably miss it entirely. I think it belongs on the Edit Report window…

    Screenshot 2024-09-09 at 10.48.29 AM.png

    …because this is where all the other report criteria are specified. So I envision it looking something like this…

    Screenshot 2024-09-09 at 10.48.29 AM.png

    With that "friendly amendment", I'd be in support of this Idea request. 😁

    Quicken Mac Subscription • Quicken user since 1993

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