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When editing transactions, don't automatically mark them as 'Reviewed' (edited)

lovetobudget

As I go through transactions, I usually filter it by "not reviewed" so I only have to see the items I haven't looked over yet. Whenever I make a bulk edit to any category, it automatically marks it as "reviewed" and it disappears from my list. This is frustrating because usually I need to make multiple changes to a group of items, some of them bulk changes and some of them individual.

The way I intuitively make my adjustments is by starting with Payee on the left and moving left to right, Payee, Category, Notes. If I make a bulk change on Payee, the whole group disappears because now it is "reviewed" (even though i did not mark it as reviewed).

I would rather manually mark items (or groups of items) as reviewed, rather than the program deciding that because i made a bulk edit, all the transactions are verified and done.

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Feature Request

Transactions

Status: Completed

Comments

Coach Natalie

Hello @lovetobudget,

Thank you for posting to the Community regarding this behavior!

I was able to confirm that this behavior is by design and is not a bug. With that said, I did go ahead and turn this into an Idea post requesting that transactions not be automatically marked as 'Reviewed' when bulk editing so other users can vote on it and our Product Team can review it.

I hope this helps!

-Coach Natalie

Flopbot

+1 from me! I use the ‘Reviewed’ circles to do a mock-reconciliation - of sorts - when the bank statements arrive. I always end up having to uncheck 5 or 6 transactions before I beginning to check them all off again because Simplifi auto completed them.

Slightly annoying, not the end of the world.

Ideally in my mind, the ‘Reviewed’ circles wouldn’t actually get marked until the user physically marks them as such.

bcrossman

Flopbot said:

Ideally in my mind, the ‘Reviewed’ circles wouldn’t actually get marked until the user physically marks them as such.

Agree entirely! “Reviewed” should always be a deliberate and manual action.

MrGood

Agree with the feedback here. I now don't use that bulk edit because of this behavior.

To satisfy both camps, perhaps there should be an option in the bulk edit modal that lets the user decide whether the mass edit operations result in “Reviewed” transactions or not.

D700

THIS IS A DEFECT!

I messed up the accounting to my partner because I started using bulk edits to correct Simplifi's poor import categorization. I'd been doing it line by line for past year, which does NOT automatically change the line to "Reviewed". Encountering dozens of corrections and "uncategorized" in my recent review, I started taking advantage of bulk features.

So, thinking bulk edit would be consistent with reviewing individual lines, plus there's a "Reviewed" checkbox at top of the bulk edit UI that remains unchecked after making edits…I changed and saved categories on dozes and dozens of transactions, not realizing they'd been marked behind the scenes as "Reviewed". I also setup a bunch of new rules to help…then in hindsight confirmed this "auto marking as reviewed" behavior is happening when you allow Simplifi to "Create Rules" to automatically categorize transactions, which unfortunately I created a ton of because their import is so poor.

Thus, all those bulk edit rows were left off my accounting of shared expenses that I flag and export to get her share of the expenses. Now I have to go back and correct all of this, what a huge PITA.

This is ABSOLUTELY A DEFECT, bulk edit should work just like editing individual rows and not automatically mark them as "Reviewed"…else, why even have a "Reviewed" checkbox in the bulk edit UI? At very least auto populate the dang "Reviewed" box in bulk UI so we see what UI is going to do on save. Then give us the opportunity to uncheck that box it if were not ready to complete the review.

Simplifi is remarkably good but its lack of good categorization import and this poor UI design has risen to more than annoyance, going to start looking for a better solution.

EL1234

I'm pretty sure this wasn't always the way Simplifi behaved when bulk editing transactions. I wonder if it was introduced along with the option to bulk mark as reviewed (which I do use sometimes). But I firmly believe that bulk edit should NOT mark the transactions as reviewed unless I select the Reviewed checkbox in the bulk edit window. If you're going to do it anyways then why do we even need that setting?

Especially since we have that setting, it is not obvious to the user that the transactions will be marked as reviewed if they do not select it, and this could cause them to mess up data / miss things.

There are times that I would use bulk edit but since I do not want to mark the transactions as reviewed, the only way to do what I want is to edit them one by one.

Simplifi, please fix this!

Flopbot

Moving @lovetobudget 's idea to the top to get more votes. I completely forgot this idea existed. I'd love this! It would make reconciling each account faster - granted, it's already a fast process.

UrsulaA

I sometimes categorize something and the transaction switches to automatically reviewed. I only want the box to be checked manually as I review transactions against bank sites or statements for accuracy.

EL1234

The fact that the bulk edit window has a place where you can specifically ask for it to mark them as Reviewed makes me think that this should be considered a bug, not a "working as designed".

SRC54

I am upvoting this as well. I understand why the behavior is there, but with the recent bug involving this feature, I have come to the conclusion that marking a transaction reviewed should be totally at the discretion of the user. And once a user marks something reviewed, it should stay reviewed.

egal

I came across this issue today and went looking for an idea post. Of course I wasn't alone in my preference to manually change the Reviewed status. I would propose a setting that could be selected per user, to either allow it to automatically update when edited or leave it a manual selection. Since many users use this Reviewed check to conduct pseudo reconciliations, this feature change is really needed.

Dick_Davis

When working with transactions, if you change the flag from one color to another color, then the Reviewed will change from being unmarked (not reviewed) to reviewed (green). I recommend a change to have the Reviewed to be a manually selected field. I use a flag (purple) to denote that a transaction has been cleared or is pending and then when I reconcile the statement, I change the flag to green and manually click the Reviewed. This way, I can easily search for the transaction that have been reconciled and the Reviewed matches.

Coach Natalie

This request has been implemented! Bulk editing, editing inline, or editing from the Transaction Detail view no longer marks the transactions as "reviewed".

EL1234

Thanks @Coach Natalie !

D700

Thank you!

mzlynzy

YES!!! Thank you so much :D