how to save a filter (edited)

trtrlik
trtrlik Member

I like having only not reviewed transactions showing up on my list of transactions, but I have to check this every time that I go to the app as the option is not saved. Is there any way to permanently save it to show only not reviewed transactions?

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Comments

  • DannyB
    DannyB Superuser ✭✭✭✭✭

    @trtrlik

    No, right now there is no way to save filters but others would like to see a way to do so also.

    There is a feature request to add this capability that is currently being reviewed by the development team. You may be able to still add you vote and comment here:

    Danny
    Simplifi user since 01/22
    Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
  • Max1223
    Max1223 Member ✭✭✭✭

    @RobWilk

    Does the link you provide address filters in the Transactions View? I think @trtrlik is looking for that. I too think that would be nice to have an easier way to view unreviewed transactions in the main Transactions tab. I know its only 4 clicks through the filter, but an idea like a toggle button or something might be nice. One click.

  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    I think letting us save filters would be about the same as saving personalized reports. That along with being able to print them (either directly or via a PDF) would be nice.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009

  • DannyB
    DannyB Superuser ✭✭✭✭✭

    The title says "Saved Filters in Reports and Registers" so I "assume" account registers as @trtrlik is wondering would be included. If not, perhaps a new feature request is in order.

    Danny
    Simplifi user since 01/22
    Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
This discussion has been closed.