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Customizable Columns in the Spending Plan (edited)

EL1234 Member ✭✭✭✭
edited September 19 in Feature Requests

I'm not sure if this is a bug but I would like to see the Notes and Reviewed columns when I click on a Spending Plan (or a category of Other Spending) to view its transactions.

I can click the gear icon to select the fields I want, but it doesn't seem to do anything.

My settings:

The columns I see:


2 votes

Active · Last Updated


  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    That gear icon is going away soon, @Coach Natalie recently announced. I would vote for the ability to add the notes field, but not necessarily the 'reviewed' one.

    Rob Wilkens

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Thanks for posting your request, @EL1234!

    As mentioned by @RobWilk, the gear icon shouldn't be in the Spending Plan. We had originally reported the column selections not changing anything as a bug (see here), but our Product Team determined that the Spending Plan shouldn't have customizable columns, so they're removing the gear icon to avoid confusion.

    With that said, I love that we now have an Idea post requesting customizable columns in the Spending Plan so users can vote on this ability! I went ahead and edited the title to cover customizable columns in general so we can get a thorough idea of what users would like to see as far as this functionality goes.

    For anyone interested in customizable columns in Reports or Watchlists, we have existing requests for these as well! 😀

    -Coach Natalie

  • EL1234
    EL1234 Member ✭✭✭✭

    I'd really like to be able to customize those columns, it would make looking through the spending plan less frustrating if I can see which transactions are reviewed and which may be categorized incorrectly and should be looked at.

    Notes would be very helpful also! But to me Reviewed is more important. I see that different people could prefer different columns - that's why they should be customizable!

  • EL1234
    EL1234 Member ✭✭✭✭

    Alternately, thought not as preferable, if you don't want to add that ability to spending plan, maybe there could be a button to "view and edit these transactions" which would take you straight to the transactions list, or a report, filtered to show the same transactions I was looking at in the spending plan (ie: by date and category/ies).