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Quicken 2008: One Step Update "To Do" List Awkward

 

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Quicken 2008: One Step Update "To Do" List Awkward David A. Lessnau 09-02-2007
Posted by David A. Lessnau on September 2, 2007, 8:57 am
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After a few days of use, I'm finding Quicken 2008's One Step Update "To Do"
list to be a tad awkward to use. By "To Do" list, I'm talking about the
window (entitled "One Step Update Settings") that pops up after telling Q08
to do a One Step Update and entering the Vault password. It's a box showing
what One Step Update will do on that run. Unfortunately, the list of
planned things under the "Financial Institutions" section (which fit very
nicely in Q05's box) no longer fits in Q08's. To see everything, I have to
scroll. That leads to Q08's scrolling problem where I have to actually
click in the proper frame of a window to use my mouse's scroll wheel (see my
"Quicken 2008 Mouse Wheel Scrolling" thread). Plus, the click has to be in
the actual scrollable area of that frame, not just in the border. As a
result, I've ended up de-selecting things when all I want to do is scroll
the list.

My previous version of Quicken was Q05. Did Q06 or Q07 have this same
behavior?


Posted by John Pollard on September 2, 2007, 10:05 am
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David A. Lessnau wrote:
> After a few days of use, I'm finding Quicken 2008's One Step
> Update
> "To Do" list to be a tad awkward to use. By "To Do" list, I'm
> talking about the window (entitled "One Step Update Settings")
> that
> pops up after telling Q08 to do a One Step Update and entering
> the
> Vault password. It's a box showing what One Step Update will
> do on
> that run. Unfortunately, the list of planned things under the
> "Financial Institutions" section (which fit very nicely in
> Q05's box)
> no longer fits in Q08's. To see everything, I have to scroll.
> That
> leads to Q08's scrolling problem where I have to actually
> click in
> the proper frame of a window to use my mouse's scroll wheel
> (see my
> "Quicken 2008 Mouse Wheel Scrolling" thread). Plus, the click
> has to
> be in the actual scrollable area of that frame, not just in
> the
> border. As a result, I've ended up de-selecting things when
> all I
> want to do is scroll the list.
> My previous version of Quicken was Q05. Did Q06 or Q07 have
> this same
> behavior?

Q2007 works like Q2008 in this respect. Just on aesthetic
grounds, I prefer the look of Q2005, but the Q2007/Q2008 look
seems to be the wave of the present.

I think you were mostly lucky that your download list fit in the
Q2005 One Step Update window without scrolling; mine doesn't.

And Q2007/Q2008 offer a time-saver not present in Q2005: the
ability to selectall/de-select all fi's for download with one
click.

[I don't use a scroll wheel, so the difference for me is minimal
(but when I test my scroll wheel, it works as I expect it to).
I'm reasonably sure Intuit didn't make the change knowing that
some users would be unable to use scroll wheels; you seem to
have run into a "perfect tropical disturbance" :).]

[One thing I have never figured out: what is the philosphy for
determing which Quicken windows will be sizable and which will
not.]

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by David A. Lessnau on September 2, 2007, 12:47 pm
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John,

Thanks for the info about the UI similarity to Q07. About the
select/deselect all check box, I'm pretty sure Q05 had something similar,
but I'm not sure (I'd actually forgotten about it until you mentioned it and
didn't even notice it in Q08). And, yes, I agree about the difficulty in
determining which window will be resizable. If I could re-size that "To Do"
list and have the size stick, that would be goodness.

Another interesting thing is the One Step Update Summary screen after the
update. Down at the bottom, it has a section for what it did with
Quicken.com. That section is always collapsed. It doesn't have much in it
(just saying x accounts were synched online), but it ought to default to
un-collapsed (especially when it contains info) or to whatever I set it to
last time.

Dave




> David A. Lessnau wrote:
>> After a few days of use, I'm finding Quicken 2008's One Step Update
>> "To Do" list to be a tad awkward to use. By "To Do" list, I'm
>> talking about the window (entitled "One Step Update Settings") that
>> pops up after telling Q08 to do a One Step Update and entering the
>> Vault password. It's a box showing what One Step Update will do on
>> that run. Unfortunately, the list of planned things under the
>> "Financial Institutions" section (which fit very nicely in Q05's box)
>> no longer fits in Q08's. To see everything, I have to scroll. That
>> leads to Q08's scrolling problem where I have to actually click in
>> the proper frame of a window to use my mouse's scroll wheel (see my
>> "Quicken 2008 Mouse Wheel Scrolling" thread). Plus, the click has to
>> be in the actual scrollable area of that frame, not just in the
>> border. As a result, I've ended up de-selecting things when all I
>> want to do is scroll the list.
>> My previous version of Quicken was Q05. Did Q06 or Q07 have this same
>> behavior?
>
> Q2007 works like Q2008 in this respect. Just on aesthetic grounds, I
> prefer the look of Q2005, but the Q2007/Q2008 look seems to be the wave of
> the present.
>
> I think you were mostly lucky that your download list fit in the Q2005 One
> Step Update window without scrolling; mine doesn't.
>
> And Q2007/Q2008 offer a time-saver not present in Q2005: the ability to
> selectall/de-select all fi's for download with one click.
>
> [I don't use a scroll wheel, so the difference for me is minimal (but when
> I test my scroll wheel, it works as I expect it to). I'm reasonably sure
> Intuit didn't make the change knowing that some users would be unable to
> use scroll wheels; you seem to have run into a "perfect tropical
> disturbance" :).]
>
> [One thing I have never figured out: what is the philosphy for determing
> which Quicken windows will be sizable and which will not.]
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>


Posted by John Pollard on September 2, 2007, 1:37 pm
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David A. Lessnau wrote:

> Thanks for the info about the UI similarity to Q07. About the
> select/deselect all check box, I'm pretty sure Q05 had
> something
> similar, but I'm not sure (I'd actually forgotten about it
> until you
> mentioned it and didn't even notice it in Q08).

I'm using Q2005 and I've wished for the select/deselect all for
some time. Since I'm going to be moving up soon, it looks like
I'll get it.

Another benefit in the One Step Update area for Q2007/Q2008 is
that you only need enter your Pin Vault password once per
Quicken session, not everytime you initiate a One Step Update in
the same session.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup




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