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Ability to sort register by Tags (edited)

bowgy4

While some columns can be sorted by clicking on the column headings, tags cannot, presumably because tags are multi-select. Especially for tags, but it would be helpful for all columns, I would like to have a column filter. For tags specifically, the filter button would bring up a multi-select checklist of tags with the ability to start typing a tag name and it would narrow the list (for people with many tags) just like Exxel filter/sort.

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Feature Request

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Status: Completed

Comments

Coach Tappan

@bowgy4 I'm surprised this function isn't available. It makes sense to me to have Tags be a sortable field. Maybe even a multi-field search (as in "Search by [Field One] and then Search by [Field Two]"

One way you can currently "filter" your sorts in Simplifi (including Tags) is by using the "Search" feature on the upper right on the Transactions page. It can display only items that match the keyword or text string you enter. Those items can then be sorted, edited, downloaded, and even deleted.

mikeL

I'd really like to see the Tags in the Split transactions! What is the point in adding Tags to a split, if they cannot be display and at least exported for analysis. Too, the Category Type should be available. It can be very confusing trying to figure out which GL accounts (categories) are Revenue, Expense, Assets or Liabilities. Since the information is already attached to each category when it's created, let's be able to see it!

Coach Tappan

@mikeL Also a great suggestion! I can see the individual Tags when I look at the details for the split transaction, but it would be great if they also showed up in the main view.

UrsulaA

I like this idea and upvoted it. Any takers?

Coach Natalie

With the new register design, users can sort the register by Tags! If you don't have this ability yet, you will soon. Follow our announcement below to be updated as this new design rolls out to more users!

https://community.simplifimoney.com/discussion/14989/new-feature-alert-account-register-update