Customizable columns in reports

dmkreidler Member
edited August 2022 in Feature Requests
As suggested by Coach Natalie in her August 8, 2022 post. We review our spending each month using reports. If any transaction has a notation, we have to go back to the transactions list or click on edit transaction. Would prefer a notes column exactly as is done in the Transactions list.
16 votes

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  • RobWilk
    RobWilk Member ✭✭✭✭
    Yes, I use the 'notes' column -- for example, I have a lot of payees which are like 'Costco' and 'Amazon' but I put *what* I bought in the notes, so that would be more useful to see in the spending report, for example.  I "could" use tags, but i would prefer to use notes.
    Robert D. Wilkens
  • The widget that is available in Transaction Activity view is so helpful because it allows me to remove the tags column and replace it with notes column. For me, notes are more valuable than tags. I don't need to search notes. Please make this ability to adjust columns available in all views where transaction activity is displayed (top spending catagories, etc.) 
  • RobWilk
    RobWilk Member ✭✭✭✭
    ** Agree with above, I don't use tags much.  I do use notes to describe what I purchased.  For places where I shop frequently, the payee is the same for a variety of transactions, but the notes column lets me notate the kind of shopping done there (beyond categories, which might not be specific enough).  For example, category might be clothing but in notes i might say type of clothing or what i purchased it for.
    Robert D. Wilkens
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited October 2022
    Hello All,

    For those who would like to see a "Notes" column added to Reports specifically, I'd suggest visiting our other Idea post here. However, if you'd like the ability to customize columns in Reports in general, please be sure to vote on this Idea post! 

    -Coach Natalie
  • killweav
    killweav Member
    Yes, I vote for column preferences in transaction view for reports as well.
  • Can we get the option to show column settings in reports like we have in transaction activity?
    I would like to see notes in my reports.