Ability to sort transaction registers using multiple data points (edited)

michaelfhansen

Wherever filtering is available (reports, watchlist, transactions, etc.), provide the ability to filter on multiple data elements (tags, categories, payees, etc.) using customer selected "and" or "or" conditions to reduce the need for additional categories and tags to segregate data.

Coach Natalie

Hello @michaelfhansen,

Thanks for posting your suggestion to the Community!

To clarify, are you referring to Filters, or are you referring to sorting the transaction registers, as the ability to apply Filters using multiple data points is already available in Simplifi:

I'm also not seeing Filters available for the transactions displayed in Watchlists, so I'm pretty sure that you're referring to sorting transactions, but I just want to be sure.

Please let us know, thank you!

-Coach Natalie