Investment Sort Order --- again!

wburkett

I found this thread from three years ago

https://community.quicken.com/discussion/7912812/investment-register-transaction-sort-order?utm_source=community-search&utm_medium=organic-search&utm_term=register+sort+order

And it STILL doesn't seem like Quicken has done this right (I'm using R64.35). In that thread, there is a Preferences screen with the option "Sort same-day transactions by security name". Even though I have that checked, that is NOT what happens. It Sorts by Date, then by ACTION, and THEN by security name. For each date, all the Boughts are first, sorted by security name; all the DIVs are next, sorted by security name; and all the Solds are next, sorted by security name.

I want the option "Sort same-day transactions by security name" do to exactly what it says!

Since Quicken is a database, for the life of me I don't understand why there is no Sort Options to choose Column Sort Order across all the register fields. That's seems like such a straightforward functionality.

[Edited - Enabled Link]

Quicken Kristina

Hello @wburkett,

Thank you for letting us know this issue has returned. Were you using version R64.35 when you first noticed this problem, or has it been going on longer than that?

I am able to replicate the issue and I forwarded it to the proper channels for further investigation and resolution. To contribute to the investigation, please navigate to Help > Report a problem and submit a problem report with log files attached.

While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.

We apologize for any inconvenience!

Thank you.    

(CBT-959)

mshiggins

From one of the posts in the referenced discussion, @Chris_QPW noted:

The name of the preference would probably be better stated as sort by action and then by security.

Which tends to indicate what the OP is saying is the expected behavior for that preference. The OP may want to consider submitting a suggestion to change the behavior of the preference.