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Don't reset the Date Range selection in Reports when navigating away (edited)

ps56k

Working to get things entered, placed in Category, looking at Spending Report -
going back and finding transactions that need a new category, etc….

Wish the Report menu/screen would retain the last setting for the "date range" -
so you don't have to keep resetting it each time - from "This Month"

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Reports

Feature Request

Status: Completed

Comments

Coach Natalie

@ps56k, thanks for sharing your feedback regarding this behavior with the Community!

Yes, Quicken Simplifi's Reports reset themselves to default when navigating away. We have a couple of existing Idea posts requesting abilities that would help with this behavior that I'd definitely suggest checking out:

https://community.simplifimoney.com/discussion/975/saved-filters-in-reports-and-registers-edited-2-merged-vote

https://community.simplifimoney.com/discussion/87/saved-reports-edited-13-merged-votes

I also think we could turn this post into a separate Idea post requesting that Reports don't reset themselves to default when navigating away, or even that the Date Range selection specifically doesn't reset when navigating away. Surprisingly, I'm not finding an existing request for this. What do you think? 😀

-Coach Natalie

RobWilk

It wasn't my request, but I would be happy with this if it just didn't reset the date range during the current session (i.e. when the web page was opened and worked with in the short term, or when the app was open until closed). If I came back 'tomorrow' i might prefer if it reset.

Coach Natalie

@RobWilk, please be sure to add your vote! 😊

-Coach Natalie

RobWilk

Thank you for the reminder, I voted for it now.

Zk80221

Scale the graph to a reasonable range. Zero dollars should not always be the minimum of the Y access. Zero means any changes to actual net worth are undetectable in the graph after a certain value of net worth is reached. I want to SEE the changes, not have to parse a table of values.

2. Save the date range setting based on what was last used. Defaulting to 6 months is not useful.

(Android app)

UrsulaA

Per community guidelines, each feature request should contain only 1 idea.

The first idea already exists. Vote for it below.

Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited) — Simplifi (simplifimoney.com)

This request can be kept open for the second idea. @Coach Jon @Coach Natalie

Coach Natalie

This feature is now available to all users on both the Web and Mobile Apps! Please see our announcement for more details:

https://community.simplifimoney.com/discussion/13008/new-feature-alert-persistent-filters-views-in-reports