Planning Tab Default Sort

Options
Scott413
Scott413 Member ✭✭
in Budgeting and Planning Tools (Windows)

How do I change the default "Sort by:" field on the Planning Tab from "Date Created" to "Name"?

Answers

  • Scooterlam
    Scooterlam SuperUser, Windows Beta Beta
    Options

    Can you be a bit more specific? There are a number of functions under the Planning Tab.

    image.png

  • Scott413
    Scott413 Member ✭✭
    Options
    image.png

    Under the Planning Tab>Savings Goals, the Sort by: field always defaults to "Date Created". Can you change the default to "Name"?

  • Scooterlam
    Scooterlam SuperUser, Windows Beta Beta
    Options

    No, it does not appear that the selection is persistent, unfortunately. "Sort by" feature seems rather limited for those with a number of savings goals.

  • Scott413
    Scott413 Member ✭✭
    Options

    Thanks for reply and checking. Would be a handy update in the future.

  • Scooterlam
    Scooterlam SuperUser, Windows Beta Beta
    Options

    You can create an idea thread to request this feature. You might want to reference this post and elaborate more on what you want to see changed and why. Quicken reportedly uses idea posts to gauge breadth and depth of development interests, based on user voting.

  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    Options

    So they finally added a Savings Goal sort feature and did not make the user’s sort preference sticky? That is almost worse than no sort feature at all.

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

Categories