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Ability to filter reviewed/unreviewed and uncategorized transactions easily (edited)

perrynmyers

Today if I want to toggle between showing Reviewed and Unreviewed transactions I have to click the filter box, select Advanced, Select Not Reviewed and then click Apply.

This is four mouse clicks, and is a bit annoying. Given that toggling between Reviewed and Unreviewed is something users might want to do more frequently as a filter, it would be very useful to have a dedicated button right to the right of the Search Transactions box and Filter button, that simply enables/disables the filtering by Reviewed status.

This would take up minimal screen real estate, but would make toggling between Reviewed and Unreviewed much easier.

Thanks!

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Feature Request

Transactions

Status: In Progress

Comments

Matthew876

When I go to transactions I only care about the full list about 1% of the time. The view that is really helpful is after I filter it to "Not Reviewed". I want to see my to-do list basically.

pst

There should be a shortcut to "not reviewed" and "uncategorized" transactions. It takes too many clicks for me to get from the home page to a clean, expanded view of the transactions I'd like to review. One alternative would be to allow/expose reusable URLs.

Use case: I use Simplifi mostly to keep abreast of all my financial activity. I do this by marking transactions as reviewed.

Initial post

pkp

Currently, if I want to go to review my transactions and filter to the ones I haven't reviewed, I have to do the following: Filter → Advanced → Not Reviewed. This is a bit tedious on the mobile app and even worse on the web app. I didn't even know this capability existed for the longest time.

I think Simplifi should encourage people to review their transactions more by making transaction review a less tedious process. There should be a single button on the web app to filter to unreviewed transactions. For example, I would think filtering to unreviewed transactions would be a much more common use case than importing and exporting transactions, so it's not clear to me why the latter two should each get their own button (assuming that there's limited space for buttons).

EL1234

This is a great idea! I also would like to see the Reviewed column when looking at the transactions in a spending plan.

sammybudgety

Same here, would be great!

Flopbot

Love this idea! It’s a super simple solution to a super common step; fits nicely with Simplifi’s approach.

perrynmyers

Hi Simplifi Coaches. Any chance this could be implemented? It seems like a very simply addition and lots of people have indicated they'd like it (across multiple posts).

pst

https://community.simplifimoney.com/discussion/6289/saved-filters-in-transactions

pullella

Totally agree. Having a "quick filter" button to allow me to see unreviewed transactions would save tons of clicking

HipsterZipster

What's the status of prioritizing this request? Agreeing with the others that this is an extremely common workflow for many users leaving Mint and should be a Tier 1 priority on the roadmap

PMitch

Love this idea. Would be nice to default to list unreviewed, and not even have to switch every time! Or, show unreviewed transactions if that was the last selection (remember the Reviewed/Unreviewed filter setting from before).

rlorcro

Could we have a button to quickly filter out the transactions that are already marked as reviewed? I know you can go into the filters to do this but it is so many steps, and I really need to be able to switch back and forth quickly.

Coach Kristina

Hello @rlorcro,

Thank you for coming to the Community to provide your feedback! Since you're asking for functionality to be added/changed in Quicken Simplifi, I changed your post to an Idea. Ideas that get enough votes may be implemented in the future!

Thank you!

QMO

+1 to add a quick button to easily filter out unreviewed transactions!! PLEASE!!

Now, switching accounts would reset filters and I have to repeat so many clicks to get unreviewed items. :(

EL1234

I'd use that!!

SRC54

What I do is go to All Transactions and sort by Review status. It then shows me any that I don't have reviewed. I found 2 very old ones and changed them to reviewed.

Anyhow I have withheld my vote for the time being, but willing to be convinced.

EL1234

You can filter for it too. The thing is that it takes a few clicks. This kind of falls under the "Saved Searches" idea which I think I posted once a few years ago.

DannyB

Add a means to be notified and given the opportunity of review and mark as reviewed all newly downloaded unreviewed transactions each time I open Quicken Simplifi (if there are any unreviewed transactions at the time of launch).

This could be a popup modal (preferred to "force" my action) or a notification that will take me to a new-transactions-that-need-review modal. Once the "new transaction that need review" modal is open, I will need to mark as reviewed any new transactions before the modal will close.

Because of the variety of folks using QS, it might be wise to make this a selectable feature.

_________________

I know I can easily review newly downloaded transactions by selecting "Transactions" after the refresh is done. But being the less-than-attention-to-details kind of person I am, I don't always or even often do this resulting in a long list of unreviewed transactions and/or months of a mixed bag of reviewed and unreviewed transactions.

Not a big deal, but I think this would be a nice convenience.

AlarmClock74

Having unreviewed transactions available in a single click would be great. This could be down with either a filter or a dashboard widget like uncategorized transactions or potential recurring transactions.

Robert48314

Daily I open Simplifi to categorize all my uncategorized transactions, which takes 9 clicks.

Simplifi even sends me notifications that I have uncategorized transactions, so why not make it simple to see all my uncategorized transactions?

EL1234

See this suggestion which would help here:

https://community.simplifimoney.com/discussion/975/saved-filters-in-reports-and-registers-edited-2-merged-vote

My #1 saved search would be transactions that are not Reviewed.

teralan69

Yes! Especially since the automatic categories are so rarely correct, reviewing is a must.

Extra annoying since your filter is lost if you navigate away from the transactions screen.

The saved filters would be helpful, but not as nice as a dedicated activity for reviewing.

I tried Monarch for a while, and it had a nice "swipe right to mark reviewed" interface.