Reports - Add Account Column to Transactions List (edited)

paleosteve

I use Insights most often to view expenses by category. In this view, I can drill down to a specific category and timeframe, which is great. Further, I would like to see in the transaction list which account each transaction is from. I can get multiple similarly named transactions in different accounts and it would be useful to differentiate in this view. Even better if the view can be configurable so users can select which column so include.

Coach Paco

@paleosteve That is a great suggestion!

Coach Tappan

@paleosteve @Coach Paco I agree. I wonder if we can add the same ability to add or hide columns to the Insights lists that we have on the Transactions page.

bowgy4

The same add/hide, filter, and sort experience across all views would be great. Anything that looks like a register should function like a register.

Coach Natalie

Hello All,

Great news! It appears that an "Account" column is now available when viewing transactions in Reports on the Simplifi Web App:

-Coach Natalie