How do I see a list of Projects that aren't marked with Billable?

Flopbot

I have a number of Projects created under one Client (Faire)…

Who's transactions are marked like this with Billable unchecked…

How do I see a list of ALL the transactions related to this project?

Coach Kristina

Hello @Flopbot,

When I tested in my Quicken Simplifi, I noticed that All Transactions does have the Client/Project column. Unfortunately, I didn't see any way to sort by that column or to filter for one specific Project or Client.

One thing you may be able to do is assign a colored flag to transactions from those Projects. You are able to filter by flag. However, you mentioned in your other post that you have a lot of Projects, so you may run out of colored flags too fast.

I hope this helps!

Flopbot

Thanks @Coach Kristina , I found this after my post. The first time I checked the Clients, I didn't notices the yellow lines at the bottom. I think this might work.

Coach Tara

@Flopbot I would love to talk to you more about this request and some of your other requests. If you're interested, please use this link to schedule some time on my calendar. https://calendly.com/d/5b9-j47-skm/45-minute-user-discussion-external

Thank you!

juli7

This would be great if I could just add a short label to each color so I can remember which is which.

Coach Kristina

Hello @juli7,

If by color, you're referring to flags, then while that ability isn't currently in Quicken Simplifi, there is an Idea requesting it be added. Please take a look and, if you haven't already done so, add your vote + a comment if it's something you'd like to see implemented in the future:

https://community.simplifimoney.com/discussion/2097/add-labels-to-flags

I hope this helps!