Find and Find/Replace with Account filter

CaliQkn
CaliQkn Quicken Windows Subscription Member ✭✭✭✭
edited April 21 in Display/UI

Is there a product idea out there for the ability to filter by account when using the Find or Find/Replace function in Quicken? Currently, there is no way to use these functions for just a specific account. When you use these functions, the results are global and return a large number of transactions which makes the functions difficult to use and renders these functions not useful in a lot of situations.

A related issue for reports. It seems like even though the Find/Replace icon is in the report header, it is really a stand alone function and is not related to the report created.

Yesterday, I created a report of transactions for an account and clicked on Find/Replace in the report header thinking it would search just the items in the report. Instead it returned over 90,000 transactions which took a hour and a half to complete. There was no way to cancel, so I had no choice but let it run until it finished.

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  • ElanaElyce
    ElanaElyce Quicken Windows Subscription Member ✭✭

    Ditto …seems so reasonable I was embarrassingly surprised to see it continuing past the account I was working in. Hopefully soon come a fix.

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    With a bit of a workaround, that's already possible … yes, of course, with an added Account Filter it would be even better.

    So, while this Idea makes its way thru congress, hoping that it will receive enough votes for eventual implementation …

    Do your Find command as usual, let it generate hits across all accounts.
    Sort the results by account.
    Scroll to and block select only those results within the desired account.
    Set up to replace the selected transactions as needed.

    If you only want to see a list of transactions containing the selected values within the desired account, go to the account's register view and use the Search field on top of the register. This Search mode will return transactions containing the search string in all fields … so you may get more than expected.

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