FIND Defaults

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Why doesn't Quicken just fix this "FIND" issue and default to "ANY FIELD", instead of "Date"? Or allow the user to select the defaults for the "FIND" function!  I don't want to have to have/move the cursor into a field to force this selection in the "FIND" option.  Set this up as an option for the USER, not QUICKEN!  I'm using Quicken 2017 Deluxe running under Windows 10 Pro.
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Dog_Man

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Posted 11 months ago

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Quicken Tamara, Employee

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There are multiple "find" options in Quicken 2017.

The search box at the very top right of the program, just to the left of the Close/Minimize/Restore buttons, will search all fields of all transactions in all registers (payment or deposits).

The search box at the top right corner of each account register will search all fields of all transactions within that register.

Edit > Find (or Ctrl + F) is the more Advanced Search option, where the user defines the field(s) to search.
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Rocket J Squirrel, SuperUser

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All true. But it seems the majority of users preferred the previous default of Any Field. No one ever wants to Find a date, yet that is what generally appears because focus lands on the Date field most often.
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WhatAmIMissing

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Someone once said, if it ain't broke, don't fix it. The Intuit people apparently believe otherwise. Why didn't they just leave the search algorithm well enough alone?
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Nancy Selllers

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I completely agree - a function I use constantly has just become annoying and inefficient!!!!!!!    Put it back to "any field"!!   Or let the user create the default.  But "date" as a default is the worst possible choice!
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Dog_Man

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Use the Search function at the top right of screen - that function searches all fields - no other input needed except for the data you're looking for - skip the other FIND function - it's worthless, requiring so much changes to the default values.
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Nancy Selllers

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You are right.  It is much better.
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Stephen Nazigian

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I cannot back down on this. Compared to working in the little search box, CTRL-F would be easy and Quick, quick as in Quicken. Just default it to back to search in any-field, certainly anything but date.
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Jim Roche

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I found that the investment accounts still default to any field for the find command (CTRL + F). It seems that whenever you enter any other type of account the date field is selected thereby making that the default field for the find. If you tab back once (shift + tab) it makes it so no field is highlighted. At this point when you CTRL+F the default is any field. Since I use both hands to hit CTRL+F it's not much extra for me to hit the shift + tab first.
(Edited)
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smayer97, SuperUser

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IIRC, I also believe that the default is based on the FIRST field displayed in the register OR whichever field your cursor happens to be in when you first open the FIND. So they are 2 ways to address this
  1. click on the desired field before you open the find 
  2. change the order of the fields in your register to have the field you want as a default to be the first column. This is because the cursor usually sits in the DATE field in the register when you first open it, edit and save a transactions or start a new one.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
(Edited)
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QPW

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In the Windows version, for the most part you can't change the order of the fields.
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Dog_Man

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So - using your method, how do you search for "ALL FIELDS"?
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PeterB

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Thank you smayer97!!  #1 is correct - click in the field you want to search and then use the CTRL-F Find function. Works for me!
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Jim Roche

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When you enter most accounts the date field is selected so when you execute the find command it searches only the date field. If you tab back once (Shift + TAB) no fields are selected therefore when you execute the find command ANY FIELD shows up.
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Dog_Man

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Just fix the default to be "ANY FIELD"!  How difficult can this be?  Or set up a parameter to be changed per user!

Here's the line of code for you too:  "Move 'Any Field' to Find-Select".  Can't get any easier than that!
(Edited)
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Rocket J Squirrel, SuperUser

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Wow, what is that, COBOL?
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Dog_Man

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No it's Free Form RPG IV - you probably don't know what that is!
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Stephen Nazigian

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I am here looking for an answer to the same question. QD 14 always defaulted to search ANY FIELD.
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Dog_Man

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If you're on the latest version of Quicken, use the search field at the top right of the screen - this is better than the default Find function!
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Rocket J Squirrel, SuperUser

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RPG made me chuckle. You realize Quicken is mostly C++, right? Hailed as an OOP breakthrough when it appeared, it turned out to be one of the most error-prone languages of its time.
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Jim Roche

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When you enter most accounts the date field is selected so when you execute the find command it searches only the date field. If you tab back once (Shift + TAB) no fields are selected therefore when you execute the find command ANY FIELD shows up.
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Marc Auslander

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I suspect the real "change" is not ignoring the selected field when it is in the empty new entry line rather than in an existing entry.  I have no issue with respecting a fields selected in an existing transaction.

As for the claim that there are other ways - by far the quickest way to search used to be (for good typists) ctrl-f, search value, alt-f.

Now the equivalent keyboard path is ctrl-f, alt-i, a, tab,tab, search value, alt-f

Come on.
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Bert Love

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Just discovered that find/replace is defaulted to "Any Field"  Add this function to toolbar by right click and customize.  When using the function, don't include a replacement value and nothing happens except you find what you were looking for, in fact all of the matching transactions with newest at top.

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Nancy Selllers

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This appears to be the best solution!  Thank you!
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Dog_Man

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If I'm reading your reply correctly, this SEARCH function on the main line of an account only finds the transactions for that account, not all accounts.  I have stopped using the FIND function on the toolbar. which QUICKEN refuses to default to "ANY FIELD", instead of "DATE".  Instead use the SEARCH function at the top right corner of any screen.  This locates all transactions from all accounts, not just from the account currently being displayed.  Quicken employee Tamara is correct in the response given above.  It works on all fields for all transactions and stop using the generic FIND.
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Jim Roche

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I'm sure she is correct but I still use Quicken 2016. I don't like updating to the latest Quicken version until I'm forced to do so by Intuit when the stop supporting downloading.

I found this alternative in the 2016 version.

When you enter most accounts the date field is selected so when you execute the find command it searches only the date field. If you tab back once (Shift + TAB) no fields are selected therefore when you execute the find command ANY FIELD shows up.

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Nancy Selllers

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That is fabulous!!  Thanks so much!
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Debbie Baker

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That doesn't work on whatever version I'm using.  So stupid not to have it default to "Any Field."
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Judy M.

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One more thing to remember. :-(  I agree that it should default to "Any Field" as it did in the past. Yup, stupid.
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Judy M.

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Does Quicken 2018 fix this?
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Dog_Man

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I don’t know. But use the Find caption at the top right of any screen resolves the issue!
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Judy M.

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Not for me. I'm sure it's personal preference, but when I do a search, I prefer going from result to result one at a time, rather than to have the whole list of results and having to choose them one at a time as necessary. The real question is why they changed this! Until relatively recently, you could do the simple "find" without having the change to "Any Field" or the field of choice.
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Judy M.

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In addition, it seems "clunkier" to edit a transaction (e.g., change date or amount) if you use the search option in the upper-right-hand corner.
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Dog_Man

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It gives you the same results box as the "FIND" option - so where is it "clunkier"?
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Judy M.

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Try editing an amount. If I'm missing something, please let me know!
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Dog_Man

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For example, you enter your "FIND" field 42.98.  When the results are shown, double click on the transaction you want to edit.  The detail transaction is then shown.  Then edit what you want and save it.  This has never changed from any version of Quicken that I have known!
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Judy M.

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It may not have changed, but using Edit/Find used to default to "Any Field," and for some crazy reason that was changed.
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Stephen Nazigian

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Quicken Tamara, You see all the activity on this issue. Can't you escalate this to the programming department so we can Ctrl-F to automatically search Any Field?
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Dog_Man

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Just use the search field in the upper right hand corner of any screen - it searches every field and is better then the old way!
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Stephen Nazigian

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When a simple keyboard shortcut should be provided I don't want to stop what I am doing and reposition the cursor two times, once to get into the search box, and then again to get back to where I was in the register. 
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Dog_Man

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Then keep doing what you're doing and continue to complain about it!  I complained about it 11 months ago when it changed and look at it today - still the same!
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Nancy Selllers

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Except, the search field in the upper right hand corner only searches the account that you are in - not all of the accounts.  FIND searches all of the accounts.
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Dog_Man

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Your Quicken SEARCH in the upper right hand corner must need an update - mine shows everything in ALL accounts! 
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Nancy Selllers

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WOW - that would be great!   I will check and thank you!