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Switching from Account to All Accounts With Filters Applied (edited)

Dick_Davis

When I am in an account and perform a filter or search operation. Then go to “All Transactions”, the displayed transactions are only for the transactions that I just filtered or searched. To get the full list of transactions in the All Account or Transactions, I have to select an account to clear filter or search criteria. The filter or search criteria is not shown when moving to All Accounts or Transactions. This is repeatable within every account, All Transactions and Transactions. (NOTE: if you tell me how to easily remove the account numbers from the display, then I will provide images. Privacy Mode only removes the dollar values.)

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Comments

EL1234

I see the opposite behavior, and would actually prefer that it kept the filters I set when I switch between accounts / all accounts.

DryHeat

When I am in an account and perform a filter or search operation. Then go to “All Transactions”, the displayed transactions are only for the transactions that I just filtered or searched.

I can't replicate this behavior.

When I am in an account, set a filter, then go to "All Accounts" [see note], all filters are automatically cleared and I see all transactions.

The same thing happens when I am in an account and switch to a different account … all filters automatically clear.

[Note] Perhaps because I am using QBP, I don't see anything called "All Transactions." I do see "All Accounts," which I think may be what you are talking about. Let me know if I'm wrong about that.

EL1234

I see All Accounts which is where I go for all transactions, and I don't use QBP.

Coach Aldair

Hi @Dick_Davis,

Thanks for the detailed explanation. I understand the behavior you’re describing, where filters or search criteria applied within an individual account appear to carry over when switching to All Accounts, even though the filters themselves are no longer visible.

If possible, could you please provide a screenshot showing this behavior? Screenshots would help us better understand exactly what you’re seeing and investigate further.

You can use Privacy Mode to hide the dollar amounts, and if there are still account numbers or other personal information visible, please make sure to cover those before posting the screenshot.

Thank you!

EL1234

In case this helps, I use the Snipping Tool for screenshots and then you can draw thick lines over the parts you don't want to share.

Dick_Davis

@Coach Aldair Thank you for the response and the additional guidance. Unfurnately, in V6.34.0 and recently V6.35.0, I am not able to repeat the problem as presented. Thus, with the inability to repeat the problem, I say that the problem no longer exists and this service request can be closed. Thank you for your support.

Dick_Davis

I do use the Windows Snipping Tool for creating images. The way that I have structed my Simplifi I have the last four numbers of the account for transactions and for the accounts. Thus, to provide screen shots of this nature, I have to capture the image, then edit the image to remove these four numbers which is an effort to with the image editor. But I do understand the invaluable visual of screen images. Thank you for the recommendation.

Coach Aldair

Hi @Dick_Davis,

Thank you for following up and letting us know! Glad to hear the issue is no longer occurring on v6.34.0/v6.35.0 — it's possible this was addressed in a recent update.

Thanks again for reporting it! Let us know if you need more assistance.