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Re: Subcategories are Grayed out When Parent Category is Checked in Reports (edited)
Thanks! In your situation of using the parent category for a catch-all, theoretically you might want to filter for transactions that just have that top-level category, so you can see the ones that need to be recategorized. That would be a good use case for this feature.
EL1234
Re: College Savings Plan of Maryland FDP-106 error (edited)
@Ted F, we are back with an update!
It appears that our service provider is already aware of and working on this issue. We have an Alert that you can now follow for updates moving forward!
In the meantime, you can track the account manually to keep your records up-to-date. Here are the steps for adding a manual transaction:
Thank you for your patience as this issue is being worked on!
Re: Subcategories are Grayed out When Parent Category is Checked in Reports (edited)
Thank you!
EL1234
Re: How Do I Hide Pending Transactions?
Thank you coach Natalie, this did not come up in my search.
Re: Spending Plan Redesign: Share your feedback here!
@Me123456, ahh, I see the issue now, and was able to reproduce it. I have passed this along to our product team!
Re: Ability to Rearrange or Sort Savings Goals (edited)
Currently, Savings Goals do not allow for sorting by goal date. To better track goals it would be helpful to be able to see them by the date I expect them to be due. I would also like to be able to save my sort settings. Currently, when I choose a sort method the application does not retain the settings, they are at the default of Date Created whenever I open them.
Re: Ability to Rearrange or Sort Savings Goals (edited)
"Always sort goals based a single user input field such as goal name."
Excellent suggestion! This would solve pretty much all my problems with Savings Goal order.
DryHeat
Re: Ability to Rearrange or Sort Savings Goals (edited)
The random/unstable ordering of goals is a huge hinderance on usability when you have a non-trivial number of goals. It's understandable that the team likely has a lot of enhancement requests to balance and since this has not been addressed over a few years I'd strongly suggest considering a quick small improvement in the interim (mentioned by @RobWilk previously):
Always sort goals based a single user input field such as goal name.
This would enable all of us to work around this need by changing the goal name to affect ordering. This would also stop goals from randomly changing order when changes happen. No user interface additions would be needed for this since it wouldn't be user chosen and it wouldn't negatively impact existing functionality since the current ordering is random and inconsistent.
I love the goal functionality and this hopefully small improvement would enable workarounds that would be a massive gain in usability.
Re: Ability to Rearrange or Sort Savings Goals (edited)
It would be very helpful to be able to sort savings goals by their name (I've added 1,2,3, etc. in my name to differentiate my priorities) or add a configuration to set the priority for goals so they appear in that order when listed.
Re: Ability to Rearrange or Sort Savings Goals (edited)
I support allowing organization/prioritizing of savings goals! Let's get this change made!