Button to filter reviewed/unreviewed and uncategorized transactions easily (edited)
perrynmyers
Member ✭✭✭
Today if I want to toggle between showing Reviewed and Unreviewed transactions I have to click the filter box, select Advanced, Select Not Reviewed and then click Apply.
This is four mouse clicks, and is a bit annoying. Given that toggling between Reviewed and Unreviewed is something users might want to do more frequently as a filter, it would be very useful to have a dedicated button right to the right of the Search Transactions box and Filter button, that simply enables/disables the filtering by Reviewed status.
This would take up minimal screen real estate, but would make toggling between Reviewed and Unreviewed much easier.
Thanks!
This is four mouse clicks, and is a bit annoying. Given that toggling between Reviewed and Unreviewed is something users might want to do more frequently as a filter, it would be very useful to have a dedicated button right to the right of the Search Transactions box and Filter button, that simply enables/disables the filtering by Reviewed status.
This would take up minimal screen real estate, but would make toggling between Reviewed and Unreviewed much easier.
Thanks!
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8
Comments
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When I go to transactions I only care about the full list about 1% of the time. The view that is really helpful is after I filter it to "Not Reviewed". I want to see my to-do list basically.1
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There should be a shortcut to "not reviewed" and "uncategorized" transactions. It takes too many clicks for me to get from the home page to a clean, expanded view of the transactions I'd like to review. One alternative would be to allow/expose reusable URLs.
Use case: I use Simplifi mostly to keep abreast of all my financial activity. I do this by marking transactions as reviewed.
Initial post0
