Show Splits Upon Hover in the Transaction Activity of Reports (edited)

AZSharps

It would be super helpful to see:

1. Which transactions are reviewed - add reviewed checkbox to grid details (maybe allow users to show/hide the column) so I can mark them as reviewed
2. The category split details on hover - User can easily see when a transaction has a split, and the total value, but has to click into the details to see how it applies to the current category.

Ideally, either display the category total based on drill-down level, or allow the user to see a summary break-down on hover. For example:

Grid displays:

05/23/2023 Costco — SPLIT — $66.00

On Hover:

• Groceries $22.00
• Household $40.00
• Entertainment $4.00

OR

Grid displays:

05/23/2023 Costco Groceries (SPLIT) $22.00 ($66.00)

Coach Natalie

Hello @AZSharps,

Thanks for posting your suggestions to the Community!

Since we already have an Idea post requesting the ability to customize Columns in Reports, and since we want to keep Idea posts limited to a single request, I have gone ahead and edited this post to request that splits show upon hover only. Please navigate to the other Idea post to leave your vote and feedback there for the ability to customize Report Columns:

https://community.simplifimoney.com/discussion/940/customizable-columns-in-reports-include-notes-column-edited

I hope this helps!

-Coach Natalie