What would you like to see in Quicken?

[pb4uski]

Quote:

Originally Posted by JakeBrake I would like to totalize the "find" function. This seems obvious to me, but, so far, I've not been able to find it. Perhaps I've missed it. "numbers is hard" If so, please explain how to totalize the "find" function. In other words, say I've been going to a gas station or restaurant for the last ten years. I "find" the gas station or restaurant, but I have not been able to totalize the amount of money I spent there without adding it up manually. The same thing applies to the "category" function. A totalizer function with an optional date range would be nice. Thanks

Already there I think - run an Easy Answer report of "How much did I pay to" [select vendor(s)] and the period. than you can customize as desired. Category would use the "How much did I spend on" report.

[JakeBrake]

Quote:

Originally Posted by pb4uski Already there I think - run an Easy Answer report of "How much did I pay to" [select vendor(s)] and the period. than you can customize as desired. Category would use the "How much did I spend on" report.

Thanks!

[spncity]

Quote:

Originally Posted by JakeBrake I would like to totalize the "find" function. This seems obvious to me, but, so far, I've not been able to find it. Perhaps I've missed it. "numbers is hard" If so, please explain how to totalize the "find" function. In other words, say I've been going to a gas station or restaurant for the last ten years. I "find" the gas station or restaurant, but I have not been able to totalize the amount of money I spent there without adding it up manually. The same thing applies to the "category" function. A totalizer function with an optional date range would be nice. Thanks

Could you be wanting REPORTS and then "Spending by Payee" using the "customize" function to "clear all" payees and then going back to recheck that one payee that you want to see? Same goes for "Spending by Category".

Kindest regards.

[wanaberetiree]

Quote:

Originally Posted by UtahSkier I second this request. I have a portfolio that has custom asset classes. I cannot use quicken to properly visualize this portfolio since I am not using their standard stock/bond asset classes. I would like to see custom asset classes and then the ability to show reports and pie graphs for just those asset classes.

Agreed and reported. I have a separate spreadsheet where I have only 2 main classes: bonds and stocks and I that's what I use for high level decision making.

Would be nice to be able to do it in Quicken.

[wanaberetiree]

Quote:

Originally Posted by JakeBrake I would like to totalize the "find" function. This seems obvious to me, but, so far, I've not been able to find it. Perhaps I've missed it. "numbers is hard" If so, please explain how to totalize the "find" function. In other words, say I've been going to a gas station or restaurant for the last ten years. I "find" the gas station or restaurant, but I have not been able to totalize the amount of money I spent there without adding it up manually. The same thing applies to the "category" function. A totalizer function with an optional date range would be nice. Thanks

If I understood you correctly you would like to report on how much money you spent either per payee or category.

The easiest way would be to find and highlight a desired transaction in your account. Then right mouse click (on the name of your gas station or category) and the select a mini report from the drop-down menu. See attached.
Hope this helps.

[pb4uski]

Great tip. I love it!

[spncity]

Why can't I change an account type from asset to retirement account? (the wrong type was entered by mistake a long time ago and has lots of transactions in it now).

Thanks for any input.

[pb4uski]

Try this. Click on that asset account in the Accounts bar to the left side of the screen. Then select Edit Account Details under the Account Actions button in the upper right corner of the screen for that account. The select the Display Options tab and change the Account Intent pulldown and then click on OK.

[JakeBrake]

Quote:

Originally Posted by wanaberetiree If I understood you correctly you would like to report on how much money you spent either per payee or category. The easiest way would be to find and highlight a desired transaction in your account. Then right mouse click (on the name of your gas station or category) and the select a mini report from the drop-down menu. See attached. Hope this helps.

Thanks

This will work. However, the original post said "If you have any wishes..."

Personally, I wish the "find" function that I use almost every day would have an instant total.

The "find" function lets me see the date, the account, the check#, the payee ,the category, any memos and the amount simultaneously and instantly. An instant total would be nice.

To help you understand where I am coming from, I have kept a personal journal for over 35 years. I probably have more detail in the various Quicken fields than you are accustomed to seeing. I regard Quicken as a supplement to my personal journal as well as an indispensible financial tool.

That reminds me I would also like to see larger "Payee" and "Memo" fields.

Thanks again

[spncity]

Quote:

Originally Posted by pb4uski Try this. Click on that asset account in the Accounts bar to the left side of the screen. Then select Edit Account Details under the Account Actions button in the upper right corner of the screen for that account. The select the Display Options tab and change the Account Intent pulldown and then click on OK.

Thank you for commenting.

I don't have some of those choices (Account Actions; Display Options tab; Account Intent). I have Account Location.

Further looking into the screens for Account List and Manage Accounts and then Help - I see that Help for the "Change Group" feature has a note: "This feature requires Quicken Deluxe, Premier, or Home & Business."

I am running Quicken 2007 Deluxe Release R 1

Also did some reading on "unlocking" features. So, guessing here - there's a fee if I want to add the "change group" feature...

Kindest regards.