Feature suggestion- button to clear filters for all sub-groups in transaction register (Q Mac)
[I hope this is how to make a feature suggestion for Quicken]
I want a "Clear Filters on Sub-Accounts" button in the "All Transactions" register window and other sub-group pages (like Banking, Credit-Card, Investing, Brokerage, etc).
Rationale - Although I love that filters are persistent since I can open/close several transaction listings for accounts that I am reviewing without the filters getting reset, I sometimes get confused by not realizing that I still have an old filter setting. It is tedious to have to go to each account in every group to click the Clear Filters button to reset all of them.
Comments
-
Hello @Jim3,
I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow.
Ideas are also reviewed by our Development and Product teams to improve Quicken and implement new features requested by customers.
Thanks!
-Quicken Jasmine
Make sure to sign up for the email digest to see a round-up of your top posts.
0 -
@Jim3 I need some help in understanding your feature request.
I want a "Clear Filters on Sub-Accounts" button in the "All Transactions" register window and other sub-group pages (like Banking, Credit-Card, Investing, Brokerage, etc)… It is tedious to have to go to each account in every group to click the Clear Filters button to reset all of them.
The filters applied on one transaction register don't affect the transactions visible in another register. So let's say I open my Checking account and set a date filter to Last Year. Then I switch to the Banking register. All my banking transactions are visible, including all my Checking account transactions from this year. The fact that the Checking register is filtered to show last year's transactions doesn't impact the Banking register from showing all transactions from banking accounts.
Let's take the example further… In the Banking register, I set a filter to show only Last Downloaded transactions, and I set the All Account filter to show only my Checking account here. In my file currently, that reduces the filtered Banking register to just two transactions. But if I then click on All Transactions, this register is showing all my transactions, including all my Checking transactions. The filters I created in the Checking register and in the Banking register have no effect on what the All Transactions register shows.
So the only time you need to click Clear Filters is when you're in a register where a filter is set (and the Clear Filters button is therefore visible), and you want to go back to seeing all transactions in that particular register. There shouldn't ever be a time where you need to click through every register, one at a time, to Clear Filters.
If all you're wanting to do is a nuclear clear all filters in all registers, I definitely would not want clicking Clear Filters on the All Transaction register to automatically clear any filters I may have set in other account registers. But I guess I would be okay if there was a global Clear Filters action somewhere, such as perhaps a menu item on the Accounts menu: "Clear Filters in all account registers". Is that basically what you're looking for?
Quicken Mac Subscription • Quicken user since 19930