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Enhanced Transaction Detail View: Share your feedback here!

Coach Janean

With the latest Transaction Detail feature moving to Early Access, we want to hear your feedback! Let us know what you think by commenting below.

Here is our announcement with more details:

https://community.simplifimoney.com/discussion/17050/new-feature-alert-transaction-details

Thanks!

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Early Access

Comments

DavidB

I don't understand what you've changed. When I look at the transaction list I don't see any changes other than the recent buttons for Quick Filters. What am I missing?

EL1234

I don't see any changes either. Maybe they're rolling it out slowly?

Flopbot

@Coach Janean ,

I noticed two things the other day with the new layout.

Thing #1

When entering a split on the Simplifi app on an iPad, the continue bar moves to the middle of the screen instead of staying at the bottom.

It should look like this…

Thing #2

When entering a split a small dollar figure receipt, Simplifi should be smart enough to know to add a decimal point. For example, this was a $14.56 transaction, Simplifi should automatically insert a decimal into Split #4, assuming that the split isn’t $1,777 since that’s more than the original transaction total.

Hopefully this makes sense.

DavidB

@EL1234 Glad to hear that you don't see it either. I thought that maybe I was halucinating!

DryHeat

I didn't see the new Transaction detail form earlier today, but now it is showing up.

DryHeat

I like having the Transaction detail form on the right.

It would be nice if the rest of the page were not so blurred out so that I could tell which transaction in the list I was looking at.

The form could be vertically compressed so that no scrolling or less scrolling is needed.

EL1234

I see it now for the first time. At first glance, great idea! I love how it's more compact. I agree with @DryHeat that the background should be less blurry so I can still see the transaction list, maybe it should be a little faded or something but I'd like to see it. And maybe the transaction that's opened should be bolded in the list so it's obvious which one it is.

Two more pieces of feedback that I have right away:

The new Transaction Detail pane almost fits on my screen, I just need to do a drop of vertical scrolling to get to the Delete button. While I don't Delete very often, it would be a nicer experience if there was no need to scroll at all and check if I'm missing something. I would suggest placing the Split Transactions and the Mark as Recurring buttons side by side instead of above/below each other, they are bigger right now than they need to be and that should be enough for the entire length of the pane to fit on screen.
I would greatly prefer if the line with the flag, exclude, and reviewed buttons were at the top, before Payee. I think it's more intuitive there, though I'm not sure if that's objective or if it's because I am used to the Reviewed and Flag buttons up top (and I don't use the Exclusion buttons that often to care where they are). I think it makes sense to me for the buttons to be at the top and then the information at the bottom, many user interfaces are like that so that's where I tend to look for buttons. For that matter, I wonder if it makes sense to move the Split and Recurring buttons all the way to the bottom after all the fields, but I am not as strongly opinionated about that. Or maybe the Recurring button should be next to the Exclusion buttons and Split should be next to Amount? Food for thought…

I'll post again if I think of anything else as I use the new interface.

Thank you for your commitment to improvements!!

EL1234

Oh one more thing, I've mentioned this in the past but it still applies here. I really think the Check # field needs to be higher up, near the amount and payee fields at the top. It belongs together with those much more than with Notes and Attachments where it is now. It could probably even fit on the same line as the Amount field to save more vertical space.

Thanks!

KDC1996

Please change this back… it is horrible. It makes editing much more annoying. So much less space and to the right of your screen versus in the middle. Literally 5 steps back!

SRC54

I got it today too. It is a bit large on my configuration and I have to scroll down to see the Check #. I admit I use a slightly larger font than the default.

I don't care for the blur either.

I would say move Check # to another place. If there is any way to combine some things onto one line to make the box smaller, I would vote for that. Otherwise, it's fine.

Jenny T

I'm undecided about the change after initial use. Here's some initial thoughts:

I love that the vertical space is being used now and that less scrolling is needed, especially when adding splits.
I have two large monitors (27") and use a reduced zoom setting typically. I don't think I'll be able to use my right monitor to edit transactions without resizing now as it's now in the most unusable part of my view, is hard to read, and feels awkward. On my laptop screen, the placement feels more natural, but on standard monitors/multiple monitor setup, I think there's room for improvement.
On the large monitors, there's a lot of blank space between the bottom of the transaction detail and the Create/Update button (see below), which feels awkward too. The button should be just below the other fields.
Widen the Create/Update button to match width of fields.
I agree that the background shouldn't be so blurred - it would be great to see the details, particularly the selected transaction.
The “Discard changes” pop-up needs to display over the entry screen, not in the center of the screen.
Consider an option to hide fields you never/rarely use by default like on the splits.
Move the delete transaction button so it’s not aligned with the Update button/make it less prominent.
Match the field order on web & mobile for a consistent experience.

The field order is illogical to me, especially the icons/buttons being in the middle of the other fields and the placement of the recurring button. Visually I think I would prefer them on top, but for a logical transaction review order I lean with them lower (i.e. review top to bottom then mark it reviewed once I reach the bottom). I would prefer Category, Tags & Note all grouped together - and it would be nice if those fields flowed in the same order on the split transaction entry too. I mocked up a few visuals of possible options. Ultimately, I think about grouping the fields by bank details, classification details, other controls and am less concerned about specific field order within those sections.

Below is my current view on the large monitor showing all the blank space followed by variations of other field orders in my order of preference. Amount would be full width when no check # field is required. In lieu of being in line with Amount, I would probably just put it above the attachment due to infrequent use.