Core Proposal: Add an inline search box or filter input field directly on the Bill and Income Reminders toolbar (near the "Show" dropdown menu) to allow instant searching and filtering by payee/payor name (Pay To / Receive From).
Problem Solved
Currently, when reviewing scheduled bills or income, users must manually scroll through a long, unfiltered list of upcoming transactions across the selected timeframe (e.g., Next 90 Days). There is no quick way to filter for a single payee (e.g., "Electric", "Insurance", or a specific client name) to verify past or upcoming projected payments.
Key Benefits
- Fast Navigation: Immediately isolates specific payees without scrolling through dozens of unrelated bill reminders.
- Audit & Planning: Makes it easy to review recurring schedule frequency or check total projected payouts for a specific vendor over 30/60/90 days.
- UI Consistency: Aligns the Bills & Income view with search/filter features already available in other areas of Quicken, such as account registers and portfolio views.
Suggested UI / UX Specifications
- Placement: Position a search input box (
[ Search Payee... 🔍 ]) on the upper-left controls bar, adjacent to the Show [Next 90 Days ▾] selector. - Behavior: Dynamic real-time filtering—as the user types, the list below automatically updates to show matching entries in the "Pay To / Receive From" column.
- Clear Button: Include an
[X] clear icon inside the search field to reset the filter instantly with a single click.
