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Highlight Issue with Payee field in Investment Transaction Detail window (edited)

neon45

Transactions Activity page. » Bring up Transaction Detail Beta page,
Click on Type > The complete selection is Highlighted to be completely changed as desired.
> Same happens under Category.
Payee, when selected, is not Highlighted. Any changes must start with highlighting the field with the mouse and then deleting the current entry.

2nd bug…

1.Transactions Activity page. Bring up Transaction Detail Beta page.

If you just want to enter a Note, and the Total Amount is $0.00, which is correct, the page requires you to enter an amount, even though there is no amount or is one required.

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Comments

Coach Jon

Hello @neon45,

Thanks for reaching out! I am not sure what you are referring to in your instructions, as it looks as intended on my side. Can you share some screenshots to clarify what you mean?

-Coach Jon

neon45

Hope this helps.

Of course, now I can't reproduce bug 2. The last time I encountered this the Total Amount box turned pink? with a red outline.

The Activity Page. Note the Type field is automatically highlighted when you click on the field.

Payment - Deposit automatically highlighted.jpg

Notice, under Type: When changing from Income / dividend to Payment / Deposit the Payee box will not highlight the entry when selected. Instead of being able to just click on the old payee and have the whole field highlighted so it's easy to copy / paste, enter a new Payee it doesn't change. With a long named Payee it can get time consuming and prone to error.

Payee is not highlighted when selected.jpg

DannyB

@neon45

I wasn't quite getting what you are pointing out here and was kind of scratching my head. I thought you were saying the Payee field wasn't editable, but then I figured it out.

If I open a Transaction detail page for a transaction in any other accounts, checking, credit card, savings, when I click into the Payee field the existing entry is entirely highlighted, and I can simply delete, start typing a new name, or paste a name I have copied from somewhere else.

But this is not the case for the Investment Transaction detail page Payee field. You can double click on the existing entry to select the entire text, but by default all other Transaction detail pages will automatically highlight the existing entry by default.

Good catch. I guess that is why it is still showing the "Beta" disclaimer tag next to "Transaction detail"

neon45

https://community.simplifimoney.com/discussion/comment/48693#Comment_48693

Hope this helps.

Of course, now I can't reproduce bug 2. The last time I encountered this the Total Amount box turned pink? with a red outline.

The Activity Page. Note the Type field is automatically highlighted when you click on the field.

Hi DannyB

"But this is not the case for the Investment Transaction detail page Payee field. You can double click on the existing entry to select the entire text, but by default all other Transaction detail pages will automatically highlight the existing entry by default."

That sounds correct: Except that, in my experience in Investments, double clicking the Payee will only highlight the word the cursor is over when I double click.

It's not a big deal until you have 8 accounts and every one has multiple entries, every month, that have to be changed.

Sorry about the duplicate attachment, I get lost in how this stuff formats sometimes.

DannyB

@neon45 yep, I see that… a single click places your cursor at whatever point in the field you click. A double click will highlight the single word. But a triple click is needed to highlight all text in the field. But I agree, it would be BEST if this field behaved like all other Payee fields and highlight the entire existing text when you initially select this field.

Coach Jon

Hello @neon45,

Thanks for the clarification. I am not sure I would call this a bug, as the field is still editable and is working as intended. I was able to edit both the Type and Payee fields as intended on our side via the Transaction detail window and in-line in the register itself. Are you also able to do this?

-Coach Jon

DannyB

@Coach Jon I don't want to speak for @neon45, but I think the issue is one of consistency as well as convenience. Yes, the investment transaction detail Payee field is editable and works as designed. However, in other transaction detail widows in other sections of QS at clicked into, QS will by default Highlight the entire existing text. By doing so, the user is able to immediately perform an edit of the data the user wants in that field. In the Investment/Transactions/Transaction detail page when I click into that field the existing data in the field is NOT highlighted unless I do a triple click. Just clicking into the field places my cursor in the field for editing, but then I have to delete the existing data before entering the data I want. A double click will highlight the single word I'm hovering over, but it takes a triple click to highlight all the existing text.

What I believe @neon45 is trying to point out, is that this makes working with the data in this field more cumbersome if you need to edit multiple transactions buy forcing the user to take extra steps to get rid of the existing data.

So, QS makes it possible to edit this data field without any extra steps in other parts of the app, and it would be nice to see that same feature applied here.

Coach Jon

Hello @DannyB,

I appreciate the input, however, I am still not seeing how this is a bug. From the Transaction Detail window, I am able to edit all fields there with no problem. All fields are able to be highlighted and deleted as expected as well. Due to this, I am not sure how we would report this as a bug to our product team.

-Coach Jon

DannyB

Hi @Coach Jon, so, when you go to Investments/Transactions/3 dot menu/view transaction and you change the "Type" to "Payment/Deposit" and then hover over and click into the Payee field the existing text is highlighted in blue?

Again, I don't know if this would be classified as a bug - it's perhaps a design consistency issue and a convenience issue. I'll drop out of the conversation after this, but here is one more attempt to describe what is happening for me.

When I am editing a transaction in one of my bank accounts if I hover over Payee, Amount, or Category fields and click on it, all the text in each of those fields will be instantly and fully selected (highlighted in solid blue).

When I am editing a transaction in the Investment module, and I have selected Payment/deposit for the Type and then move my mouse to the Payee field, hover and then click, my cursor will appear in the field and I am, as you point out, able to make any edit I want as expected. But, if there is existing text in that field it is not being highlighted as it is in other editable fields even in the Investment Transaction detail (Beta) screen. That is all that is being pointed out here. The Payee data field works fine, but it is not working the way all other data entry fields in QS in that the existing text IS NOT being highlighted in its entirety as it is in other like data entry fields.

I'll leave it at that. I'm not impacted by this in any significant way, but it does seem to me to be something that would be nice to see this screen match other like screens in QS.

neon45

@Coach Jon DannyB has a good grasp as to what is happening. When I am doing 50 or more changes at a sitting this "inconsistency" becomes very time consuming and avoidable.

It may not be a bug, but it certainly is not consistent with the rest of the program.

And, since the page is a BETA effort, where we are requested to "report anything unexpected" I'm assuming it will be reported.

Thanks Danny, for the input.

Coach Jon

Hello @neon45,

Thanks for the feedback. I have reported this to our product team and will be sure to follow up here with any information going forward.

-Coach Jon

SIMPL-25865

neon45

@COACH JON…. Found Bug #2 from my original post.

ADD only a note, then select UPDATE and the Total Amount requires a monetary entry.

Another instance here when just trying to add a note and trying to Update.

Coach Jon

Hello @neon45,

I don't believe this is a bug. An amount needs to be entered in the Total Amount field, whether there is a note in the transaction or not. I have tested this on my side as well.

-Coach Jon

neon45

Hi @Coach jon…

ok, it may not be a bug, but I can not see the logic behind the this. If you want to add a simple comment about a transaction, there should be no reason for changing an amount. Why would adding a note require a changing the amount?

I'd still appreciate you pushing this up the line under the "report anything unexpected" header.

Thanks,

neon45

Coach Jon

Hello @neon45,

Thanks for the reply. I won't be able to report this as a bug since it is intended behavior. However, you can submit an idea post if you would like to request the ability to add an investment transaction with a $0 amount.

-Coach Jon

neon45

Hi coach.

I acknowledged it wasn't a bug.

Did you miss this? "report anything unexpected" header"

How about letting the programmers making the decision? How do you know this "is intended behavior".?

If you won't report this, how do I report it?

neon45

Here is a new one. Simplifi set a category as a CAR PAYMENT in a brokerage account and I have NO car payments.

I tied to set the Category as a CD investment and Simple wants a dollar amount. This is not acceptable.

Please "report anything unexpected" This is not working as expected. Please report this Unexpected action.

Thank you

DryHeat

From what has been said above it appears that QS developers did not foresee a need to enter a $0 dollar transaction.

Maybe they would see it differently if you could describe your use case for such $0 dollar transactions. That would help them evaluate whether it is something they want to change/implement.

(PS: I agree with you about the highlighting. If QS highlights all text in most fields on entry, it should do so on all for interface consistency.)

neon45

Hi DryHeat. When QS enters the Zero transaction amount, not me, there should be a way to enter a Note to the entry. Why should we have to add a dollar amount to a Zero transaction for a simple note? A note isn't changing the balance or report.

As for changing the Category, as I noted in the screen shot, I have no car loans. QS, randomly selected the Car Loan category. I should be able to change the category to something appropriate without adding a Dollar amount to a Zero transaction.

Thanks!

DryHeat

@neon45

I understand that you want to enter a Zero transaction and that you don't think you should have to enter an amount.

My suggestion was that you explain why you want to do that -- in other words, give a use case -- so that the developers will understand why it is important to provide that ability.

neon45

My case for changing the Category is that QS, unilaterally, mischaracterized the transaction. The transaction was for a CD and not a Car Payment. The transaction was for a CD Investment. Not a Car Payment.

DryHeat

@neon45 "The transaction was for a CD Investment. Not a Car Payment."

I understood that. But I wasn't asking about your use case for changing the category.

You can't change the Category because the transaction is for ZERO DOLLARS — and QS doesn't allow saving ZERO DOLLAR transactions.

Because of the prohibition against saving ZERO DOLLAR transactions, you can't edit the Category and then save the transaction. The ZERO DOLLAR prohibition is the problem, which is why it appears in red in your screenshot. And the ZERO DOLLAR prohibition is what will have to be changed for you to do what you want to do.

So a use case for saving ZERO DOLLAR transactions (to present to the developers) might be something like:

I need to be able to edit and save ZERO DOLLAR transactions because my bank frequently posts ZERO DOLLAR transactions to my account. When those ZERO DOLLAR transactions are downloaded, I need to correct the assigned Category. (You might also want to explain why you can't just delete them — perhaps because you need a record that there was no charge that month or whatever.)

I have no idea if the use case I wrote above is correct. But reasons like that would be something the developers could weigh against their current reasons for not allowing users to save ZERO DOLLAR transactions. (Which is probably something like "any ZERO DOLLAR transaction is a mistake and/or is meaningless anyway so we'll just prevent them from being saved.")

neon45

@DryHeat wow.. this program is full of little mine fields.

Got it. You can't change the Category because the transaction is for ZERO DOLLARS — and QS doesn't allow saving ZERO DOLLAR transactions.

So, if the program messes up the user can't fix it. Makes no sense.

Thanks for that explanation.

neon45

@Coach Jon

Have you been following this thread and DryHeat's comments? I'm not going to repeat everything that's already been posted, but I hope you can understand why this should be reported as an "unexpected" occurrence for further review.

Thanks..

Coach Jon

Hello @neon45,

I have been reading the comments in this thread, yes. @DryHeat touched on this a little bit, but to reiterate, for something to be considered a bug, it needs to be outside of what is expected from the program parameters. A use case is great when explaining why the behavior impacts users, as they mentioned. I think this specifically may be better as an idea post requesting the ability to create $0 Investment Payment/Deposit transactions.

-Coach Jon

neon45

@Coach Jon Please, I have acknowledged this isn't a Bug. An idea post would be fine, if this unexpected action was not on a Beta page.

Coach, again, what we are talking about is on a BETA page. The page specifically asks to report what is Unexpected. I feel it is your obligation to report this as "Unexpected".

If you would rather not do this, please advise how I can do it.

Thank you

DryHeat

@neon45

Regarding your suggestion that @Coach Jon has an "obligation to report this as 'Unexpected.'"

You mentioned my comments to Coach Jon as if they supported your request, so I thought I should make my position clear.

If you are talking about the inconsistent field highlighting, I agree with you. That should be fixed.

If you are talking about the inability to save a Zero Dollar transaction, I don't agree with you. I like it the way it is. I've never needed to enter a Zero Dollar transaction. So having the program prevent me from doing so if I accidentally fail to fill in the amount is useful to me.

I was willing to be persuaded on this if you had some reason for it that outweighed the "accident prevention" purpose. I asked you what your use case was, but you didn't offer any explanation. So I remain opposed.

neon45

No problem. I'll go back to my room and get a bandaid for my forehead. Thank you for your involvement. I appreciated it.

I'm just totally blown away about the resistance to report something to the programmers regarding a Beta page.

Thanks again…

Coach Jon

Hello everyone!

Our product team has an update on the issue originally reported regarding the highlighting of the Transaction Detail window in Investments. They have implemented a fix for this issue that should go into effect with Quicken Simplifi Web version ~~4.53.0~~ 4.54.0. Be sure to let us know if everything works correctly when that version rolls around! Thanks!

-Coach Jon

Coach Jon

Hello everyone,

I am back with another update from our product team on this issue. The issue is a little harder to tackle than anticipated, and our product team has removed the fix version from the ticket. We will continue to keep you informed of future updates as they continue to work on resolving the issue.

-Coach Jon