Rearrange account list in Mobile

Quicken Windows Subscription Member ✭✭

I know this has been asked and the questions closed several years ago BUT I'd like to know if Quicken's Android Mobile app has been updated for the following situation:
When entering a new transaction on the Mobile app, I get to the account field and it shows an unordered list of accounts and savings goals. This requires a lot of scrolling to locate the correct account that I'd like to use.

Is rearrangement of the list still not supported? I use Quicken Classic on a PC desktop and an Android phone, latest rev. of Android.

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Best Answer

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    I only use QMobile with a test file so I do not access it very often. When I just now opened the app I was able to see what you are referring to when I click on the "+" symbol on the initial view after opening the app. I can understand how that might be frustrating to those who use QMobile frequently.

    Have you considered opening the Accounts view, select the account you want and then enter the transaction there? In my QMobile all the accounts there are listed in the same order as they are shown in my desktop application. When selecting the account for the transaction to be entered into it automatically populates that transaction with that specific account so there is no need to scroll through an disorderly list of accounts. I know this is not ideal but it would seem to me to be one way to eliminate having to search through an account list with no rhyme or reason to the order of those accounts.

    Also, you might want to submit a Product Idea to allow for ordering of accounts or at least to place them in the same order as they are shown in the desktop app. You can do this at https://community.quicken.com/categories/mobile . The Quicken Team reviews Ideas that are submitted here and other users who like the idea can cast their votes for it. The more users who vote for an idea the more likely it will be that at some point Quicken will add the idea to their Development Plan.

    Quicken Classic Premier (US) Subscription: R61.20 on Windows 11 Home

Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    I only use QMobile with a test file so I do not access it very often. When I just now opened the app I was able to see what you are referring to when I click on the "+" symbol on the initial view after opening the app. I can understand how that might be frustrating to those who use QMobile frequently.

    Have you considered opening the Accounts view, select the account you want and then enter the transaction there? In my QMobile all the accounts there are listed in the same order as they are shown in my desktop application. When selecting the account for the transaction to be entered into it automatically populates that transaction with that specific account so there is no need to scroll through an disorderly list of accounts. I know this is not ideal but it would seem to me to be one way to eliminate having to search through an account list with no rhyme or reason to the order of those accounts.

    Also, you might want to submit a Product Idea to allow for ordering of accounts or at least to place them in the same order as they are shown in the desktop app. You can do this at https://community.quicken.com/categories/mobile . The Quicken Team reviews Ideas that are submitted here and other users who like the idea can cast their votes for it. The more users who vote for an idea the more likely it will be that at some point Quicken will add the idea to their Development Plan.

    Quicken Classic Premier (US) Subscription: R61.20 on Windows 11 Home

  • Quicken Windows Subscription Member ✭✭

    Thanks for pointing out the EXTREMELY obvious! I didn't think of that, just got stuck on WHY DOESN'T THINK APP WORK LIKE IT WANT IT TO?

    I'll definitely submit the suggesting using the link you provided.

  • Quicken Windows Subscription Member ✭✭

    BTW, the Payee list in the Create Transaction function DOES have a "flag as a favorite" function so selected payees will display at the top of the list.

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Quicken Classic Premier (US) Subscription: R61.20 on Windows 11 Home

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