Keyboard Shortcuts to Select Accounts in Sidebar using AppleScript

RickO

I've been playing with this and have come up with an AppleScript that will select any account or account group in the sidebar. It also clears any filters (useful when you return to a register and forgot you had a filter set). I'll paste the code below. You can trigger the script from the keyboard using any of a number of Mac keyboard shortcut utilities. I use Keyboard Maestro (https://www.keyboardmaestro.com/).

property accountName : "your account name" -- unique text of sidebar line (e.g., "Banking", "Chase Bank Account")

property windowName : "name of your main Quicken window" -- as shown when clicking red Q in upper right corner of main window, which is the same as your file name

use framework "Foundation"

use scripting additions

tell application "System Events"

tell process "Quicken"

try

set targetWindow to window windowName

set theOutline to outline 1 of scroll area 1 of splitter group 1 of splitter group 1 of targetWindow

set theRows to rows of theOutline

set numRows to count of theRows

repeat with aRow in theRows

try

set theText to value of static text 1 of UI element 1 of aRowif theText contains accountName then

select aRow

exit repeat

end if

end try

end repeat

tell button "Clear Filters" of group 1 of splitter group 1 of window "Quicken JNT" to click -- remove this line if you don't want the green Clear Filters button clicked

end try

end tell

end tell

Quicken Anja

Hello @RickO,

Thanks so much for sharing this—very helpful! I went ahead and moved your post to our Mac FAQs category so it's easier for others to find.

Thank you!

jacobs

For anyone who wants keyboard shortcuts to select/switch accounts, and doesn't want to mess with scripting code and third-party shortcut utilities, please add your vote to the Idea thread requesting the developers to add this functionality to Quicken Mac:

https://community.quicken.com/discussion/7339304/quicken-for-mac-keyboard-shortcut-to-switch-accounts-22-legacy-7-merged-votes