Sync Report Filters (Personal/Business) with Account Designations
HerPurposefulPockets
Member ✭✭
The Issue: The "Personal/Business/Both" selector in Reports currently relies on Category labels for individual transactions rather than Account designations.
The Proposed Solution: Update the Reporting logic so that the Personal/Business toggle respects the Account Type:
- "Personal" Filter: Should automatically include Personal accounts and exclude any account designated as "Business."
- "Business" Filter: Should automatically include Business accounts and exclude Personal accounts.
- "Both" Filter: Displays the combined data as it does now.
Benefit: This eliminates the need for users to bulk-edit years of historical transaction categories or manually toggle "Exclude from Reports" for every business account. It makes the "Personal & Business" upgrade feel seamless by using the account data Simplifi already has.
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