Column and Account Views & Layout Presets (Q Mac)

mybank2002
mybank2002 Quicken Mac Subscription Member ✭✭✭✭

The addition a few years ago of the “Apply to All Checking/Credit Card/Savings Accounts” option for column visibility was a very welcome improvement. It has made configuring which columns appear in registers much easier.

One remaining limitation is that column width and column order still must be adjusted individually in each register. The ability to apply those settings globally has existed in the Windows version for decades, and bringing similar functionality to the Mac version would significantly improve workflow.

Many users frequently switch between different screen sizes. For example, I often move between a large desktop display and a smaller laptop screen. Because of this, I regularly need to resize columns so the information is readable and fits the screen well.

A very helpful improvement would be allowing users to resize columns once and apply that layout to all accounts of the same type.

For example:

  • Apply column width layout to all checking accounts
  • Apply column width layout to all savings accounts
  • Apply column width layout to all credit card accounts

Even if this required adjusting layouts separately for each account type, it would still save a significant amount of time compared to resizing columns repeatedly in every individual register.

An additional enhancement that could make this even more powerful would be the ability to create saved column layout presets. For example, users could quickly switch between layouts such as:

  • Laptop view
  • Large screen view
  • Essential columns
  • All columns

These presets could potentially live under a menu such as Window → Layout Presets, allowing users to quickly change register layouts depending on their screen size or the task they are performing.

Sometimes I want a very minimal view with only essential columns visible. Other times I want to see everything. Being able to switch between named layout presets would make Quicken much more flexible and reduce the need for constant manual adjustments.

More broadly, allowing column layouts and presets to persist consistently across accounts and views would streamline navigation and reduce repetitive interface adjustments.

Tagged:

Comments