Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

Max1223
Max1223 Member ✭✭✭✭
edited October 2024 in Feature Requests

I really appreciate that QS has added the ability to view Notes in Watchlists and Reports

BUT I'd really like the Notes to remain "checked" on as the currently, when I go to another area in QS and come back to Reports or Watchlists, the Notes box is "unchecked"

Thanks

2
2 votes

Planned · Last Updated

Our product team is planning to add this ability!

Comments

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    This will be nice, given that is planned we cannot vote for it.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • Max1223
    Max1223 Member ✭✭✭✭

    @UrsulaA oh I didn't see it was planned. Coach Jon asked me to post it as an idea for some reason, so great news.

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    A coach marked it as planned today. Thanks for posting @Max1223

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    edited December 2024

    This is one of those would be nice to have features. It's a little funny that years ago you could at least SELECT the columns to show, but it wouldn't save, now you can't even select the columns.

    EDIT oops I found manage columns by READING the post.


    Rob Wilkens

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    Today's another one of those days I wish this feature was here. With one vote, it was 'planned', mind you that was just 3 months ago, I know it's too soon to expect a fix, I just hope this isn't forgotten.

    Thanks


    Rob Wilkens

  • DryHeat
    DryHeat Member ✭✭

    (The request for customized columns, which included a request to make them all "sticky", has been closed. So I've had to start a new one.)

    It would be nice if column customizations made to any transaction display would stick.

    It is now possible to customize the columns in the transaction displays in Spending Plan, but it's not obvious how to do it. You hover over a column heading, reveal the three-dot menu, and access "Manage columns."

    However… the customization does not stick. To see this, click on "Other spending" and customize the columns. If you then click on "Planned spending" and click back to "Other spending." Your customization is gone.

    I customize columns because that is how I want to see them. For example, I don't use Tags but I make liberal use of Notes. It's frustrating to have to hide the Tags and reveal the Notes every time I move to a different section.

    DryHeat
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