Show an icon in the transactions list to indicate manual transactions

EL1234

I think it would be helpful if the transactions list had a little icon next to manual transactions. Currently the only way to know if a transaction was downloaded from the bank or not is to open the transaction and check for the "Appears on your [BANK NAME] statement as" banner at the top.

UrsulaA

Yes, I will love this. However, how will the system display an icon for a manual transaction merged with a downloaded one? I prefer to have the icon deleted for a merged manual transaction to indicate it is now part of a downloaded transaction.

EL1234

https://community.simplifimoney.com/discussion/comment/45662#Comment_45662

That's a good idea, or maybe one icon for a regular manual transaction and another icon for a merged one.

Also when a manual transaction is merged with a downloaded one, I'd love to see the original date before the merge. Probably a separate idea though.

UrsulaA

"maybe one icon for a regular manual transaction and another icon for a merged one" - this works for me too @EL1234

RobWilk

I voted for this, but it need not be an icon for me, just some kind of indicator (icon or text) that indicates Manual/Downloaded…

-Rb

Jenny T

I like this idea and also agree with the idea to indicate Manual, Downloaded, or Merged. I think an icon is visually more appealing. Maybe help text when you hover over the icon in web version would also work well. For mobile, I'm all for icons that visually tell me a lot and take less space (hence allowing for more possible indicators in the transaction list/reports long-term). Like with other columns/indicators, it would be nice to have the option to show/not show them based on user preference in both web & mobile UI.