Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)
Please add the reviewed column to the column selection options for the spending plan, reports, and watchlists.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
Comments
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@UrsulaA, do you mind if we make this for the Spending Plan, Watchlists, and Reports? I don't see the Reviewed column in any of the features that they added customizable columns to, and I suspect adding it would add it to all of them, so this would be a good place for users to collaborate.
Thanks!
-Coach Natalie
-Coach Natalie
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Yes, I agree with making the idea also for watchlists and reports. Looks like all three areas use the same filter configuration.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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Yes please!
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The ability to add the 'Reviewed' column to the Transaction Activity areas of the Spending Plan, Reports, and Watchlists is now available. To do so, click the three dots that pop up next to the column headers, and then click "Manage Columns":
And then check the box next to 'Reviewed':
If you'd like to see custom column selections stick when navigating away from these areas of the program, please add your vote and feedback to the following request:
Thank you!
-Coach Natalie
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@Coach Natalie I went to check if I already voted for that idea, but it seems that voting is closed. I did leave a comment though since I really hope it gets implemented soon! Thanks!
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