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Mobile App: Ability to filter transactions by Tag (edited)

Suki

Can you add tags as a filter option for transactions? Also, can the watchlist be a combination of category, payee and tag filters instead of just one criteria?

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Watchlist

Feature Request

Mobile

Transactions

Status: Completed

Comments

Coach Natalie

Hello @Suki,

Thanks for the feedback!

In regards to having a Filter option for Tags, it looks like this is already available in Simplifi:

Image: https://us.v-cdn.net/6031920/uploads/editor/sq/rmptodfz3vkr.png

However, if you're referring to the ability to sort the register by Tags (which doesn't appear to be available), then I did find an existing Idea post requesting this that I'd suggest adding your vote and feedback to: https://community.simplifimoney.com/discussion/185/filter-columns-including-tags#latest

Also, in regards to the ability to create Watchlists using a combination of the available parameters, I'd suggest adding your vote and feedback here: https://community.simplifimoney.com/discussion/105/more-than-one-argument-in-watchlist-edited/p1?new=1

I hope this helps!

-Coach Natalie

Suki

Hi @Coach Natalie

I was using the iOS app, which doesn’t allow tag filtering. I now see that the tag filter is available on the web. Thanks for the info.

I added my votes to the other suggestions.

Coach Natalie

Hello @Suki,

Thanks for posting back and clarifying your request!

It is pretty strange that there is no Filter option for 'Tags' on the Simplifi Mobile App, but I am also seeing the same thing. I'm not finding any existing requests for this specific ability, so I did go ahead and turn this post back into an Idea post requesting just a Filter option for 'Tags' on the Mobile App.

I've also added my vote!

-Coach Natalie

Coach Natalie

Hey everyone, it looks like a Filter option for 'Tags' has been added to the Quicken Simplifi Mobile App! 🎉

Screenshot_20240717-125718_Quicken Simplifi.jpg