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Show Splits Upon Hover in Transaction Activity (edited)

AZSharps · 2023-05-21T19:13:27+00:00

It would be super helpful to see: * 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 * 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…

AZSharps

It would be super helpful to see:

~~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~~
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

Grid displays:

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

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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

UrsulaA

Can the title of this idea be modified to "Show Splits Upon Hover in the Transaction List" to denote that splits should be displayed in the transaction list as well in addition to the recently modified spending plan, watchlist, and report areas?

Coach Natalie

Hello All,

The Community Support Team reviews long-standing Idea posts for relevancy and current interest. This Idea seems to have fallen stagnant and we would like to gauge the current level of interest in this request.

If you would like to see this Idea implemented, please add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here.

Thank you,

Quicken Simplifi Community Support Team

Coach Natalie

Splits upon hover are now available for transactions!

DryHeat

@Coach Natalie

This is great! The display with "Show split details" selected is good for some purposes, but I think I will use this a lot more. It's more compact and the transaction total matches what I see in my statements.