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Larger Spending Data Table Needed

SeaStar

PROBLEM: In Spending Tab, the bar/line between upper pie graph and lower data table is fixed. That limits User's view to five transactions. Scrolling is required to see more than five. This is inefficient when a large number need to be checked.

POSSIBLE SOLUTIONS: Add functionality so Users can expand data table by moving the bar/line that shows between pie graph and lower data table. Additional suggestions include setting default to display a smaller pie graph. Keep Payee sort function. Add sort functions to Category, Payment, Amount, and Total fields.

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Budgets

Windows

Reviewed

Display/UI

Status: Reviewed

Comments

Chris_QPW

Having the ability to hide the graph would be a good feature.

But the number of transactions you can see on the Spending tab isn't restricted to five transactions; it all depends on the resolution of your screen and any scaling like Large Fonts or Windows scaling that is being used.

I run normal fonts, Windows scaling 100% with a resolution of 2560x1440 and can see 33 transactions without scrolling. Also, the transactions can be sorted by any column except Total. And sorting Total doesn't make any sense because it the running total of the transactions. And as such it directly depends on how the transactions are sort by another field.

EDIT: how much will fit also depends on what font size you are using for the "registers" and if you are using the row height is set to compact or standard or comfortable. Mine is set to 8, standard. If I go to compact, I can then get in 39 transactions. Comfortable changes it to 26.

SeaStar

Thanks for insights, Chris. I'm also set for normal fonts and 100% Windows scaling. Quicken is set for compact yet only six transactions show (I incorrectly said five in opening post). Screen resolution is 2880x1620 and screen is 16". Also, I now see that the sorting option is actually available. I found it when I moved cursor along header bar and a small triangle displayed in respective column. Clicking it let me sort fields.

With variable number of visible transacations for different Users, I still suggest that Q added functionality for Users to expand data table. As a suggestion, enable a way to raise the bar/line that shows between the graph and the lower data table so that more transactions show. That will sure help when many similar transactions need editing like recent lack of Categorization with Fidelity investment downloads.

Chris_QPW

It is strange and you can only see so few transactions with such a high resolution and Windows scaling of 100%. But totally agree (and voted for) this idea that it should be adjustable.

UKR

https://community.quicken.com/discussion/7969952/larger-spending-data-table-needed

Possible workaround:
Use the All Transactions register (see the Account Sidebar, it's on top of the list). It doesn't have the graph view.
Configure the register to use the same Filter Criteria as the Spending tab, including the 1- or 2-lines-per-register view setting (CTRL-2) and the same column selection.

SeaStar

UKR, I appreciate the workaround suggestion as an interim solution. In the long run, I think it'd be much easier as well as preferable if Quicken provided functionality for User to click Spending tab and expand transactions.

UKR

BTW, you may want to try this:

If you haven't rebooted Windows since the installation of the latest Quicken update, please do that first and try Quicken again.

Font size problems? Display issues? (Windows)
Please try the following procedure:
- Close Quicken !!! (This process won't work while Quicken is running!)
- Check the Compatibility tab settings in your Quicken Desktop program icon:
- In the Windows Start Menu right-click the Quicken icon. Select "Open File Location". This brings up a Windows File Explorer window. Right-click the highlighted Quicken shortcut line item.
or
- Go to the traditional Windows Desktop and right-click the Quicken program icon.
or
- Use Windows File Explorer, navigate to C:\Program Files (x86)\Quicken\ and right-click qw.exe
- Now click Properties.
- Select the Compatibility tab.
- Uncheck all settings.
- Windows 7, 8.1: Check "Disable display scaling on high DPI settings".
- Windows 10, 11: Click "Change high DPI settings".
- Check "Override high DPI scaling behavior. Scaling performed by:" and select "Application" (also try the other available options repeating the entire procedure!). Click OK.
Users with high resolution monitors, 3840x2160 with 225% scaling, try "System (Enhanced)"

- Be sure to uncheck the "Run this program in compatibility mode for [older Windows version]" setting.
- Click the "Change settings for all users" button.
- Click Apply and exit.
- Reboot Windows.
- Now start Quicken and see if that makes a difference.

Some additional tuning suggestions:
- Ensure that you have the latest available display, monitor or graphics device drivers for Windows installed. The version that comes with the Windows installation material may not be up to date.
- System requirements: 1024x768 or higher screen resolution, 1280x1024 minimum for Large Fonts settings
- Unless absolutely required, try not to use "View / Use large fonts"
- Try setting the bank account registers to use a different font style or size: go to Edit / Preferences / Register, click the Fonts button and try different fonts.
- Try adjusting the bank account registers' row height: go to Edit / Preferences / Register, choose among the available Row Height choices: Compact, Comfortable or Standard
- If all else fails, try changing Windows Control Panel / Display options for "Make text and other items … smaller or larger" to use a different scaling level, but try not to exceed 125%
- Try using the Windows Magnifier. Press the Windows logo key and the = key to open Magnifier. Customize Magnifier to increment Zoom in 25% intervals. Also try "dark mode" by using inverted colors.

SeaStar

Hello UKR. I much appreciate your great insights and easy-to-follow, step-by-step suggestions. I checked all of them yet only six Quicken Spending transactions still show.

I'm baffled as to the cause and hope Quicken team can revise programming so Users see small graph and expandable table view of transactions in Spending Tab.