Idea: Allow multi-sorting by multiple columns in register (1 Merged Vote) [edited]
IDEAExplanation/My Main Frustration: Deposits (transactions or reminders) do not show up first when I sort by date, which is the way i most often sort my transactions. I plan 90 days in advance. All my reminders are set to remind me in 90 non-business days. I see negative balances because the deposits do not sort first, i.e., before the other transactions for that day.
As it is now, I can only sort on a single column, by clicking on the heading. I would like to see:I am frustrated. Allowing for and more flexible sorting and more inclusive filtering, including displaying reminders in the result set, would greatly help me in my planning
- A sort option (maybe on the menu?) that allows the selection of multiple sort fields, asc or desc, in Microsoft Excel (c) style
- E.g., I want to sort by (1) date, asc or desc, then (2) by amount, with an option to put deposits first or last for each day (since my first sort field, in this case, is date), followed by (3) transaction entry date, payee, or dollar amount, or any other column). This is my primary need
- Allow for the setting of a default sort order
- Allow for saving and retieval of sorts. This eliminates the requirement to re-enter a frequently used sort. Maybe include your own Quicken commonly-used sorts. Allow the modification of a saved sort, either my own or quicken-supplied sorts, i.e., allow me to use any sort as a starting point to create another sorts
- Make sure to incude the memo field in the list of fields by which to sort. I, personally, put special sort-specific (creditor and year-month) information in the memo field, because of lack of full sort functinoality, so I can more easily sort associated or repetitive transactions, for each payee, together, in date order
- Allow sorting on fields that are not selected for display
- Allow options to sort by "deposits first," "entry date," "amount," etc. at any sort level
- Include reminders in the sorted list
- Include reminders when FILTERING
- Allow all these sorting options on a FILTERED list