Adjust how the 'Reviewed' checkmark looks on the current transaction (edited)

MtnCreed

When I hover over a line item in transactions or am editing a field (in the ledger, not the details window), it shows the transaction as reviewed. Then, when I navigate away from it, it shows it as un-reviewed. This is very confusing.

It would be helpful to have the following changes.

• When hovering over an item or editing a field in the ledger, don't show the transaction as reviewed
• When hovering over the reviewed check for an item that is not reviewed, show a green review circle (not filled in) with a green check in the middle. This inverse icon should show that the action could be taken but hasn't happened yet.

EL1234

Thanks for the recent updates, to name a few, SPEED(!!!!!), bulk marking as reviewed/not, and (rudimentary, hopefully just for now) date filters.

I have one piece of feedback that probably goes along with a recent change.

When I've clicked into a transaction, to edit the category or tags or put a note, I can't tell whether or not the transaction was reviewed. The green check mark displays either way which means I have to click out of the transaction to look and then go back to click the check mark if I want to mark it as reviewed. I'm not 100% sure if it's showing them in the same shade of green, but it's close enough that I really can't tell. I hope this is something you can fix since the reviewed feature is something that I use quite a lot to indicate which transactions have been categorized (and tagged if necessary) and which still need to be looked at.

Thank you!

digimuzik

The reviewed flag is indistinguishable between reviewed and un-reviewed when hovering over a row. At first I thought this was due to my color-blindness - as I noticed the distinction was slightly more noticeable in light mode. But then I realized that whether or not the transaction is reviewed - the hovered row seems to display the same icon. The two images above this are of an un-reviewed transaction being hovered. The two below are of an already-reviewed transaction.

As a result, I'm constantly thinking a transaction is reviewed, only to have to go back and re-mark it as reviewed once I'm done editing a category / payee. A simple tweak of an outline (just a circle if unreviewed, and the outlined icon if it is) on row-hover would make this a lot clearer.

EL1234

Hi, this morning my post had 3 votes, now it looks like it got merged with another post but now there's only one upvote. Is there a way to get them back?

Thanks!

EL1234

Regarding formatting of the "unreviewed" checkbox, I was thinking maybe a gray checkmark in a circle, that turns green when the transaction is marked as reviewed. But @MtnCreed 's suggestion is also a good one!

Max1223

agree, the UI of the reviewed button on the Transaction is poor. It's basically hard to know when it's been clicked on or off.

Coach Natalie

Hey everyone, we are taking a look at this and deciding how to proceed. I'll let you all know what we find out. 🙂

-Coach Natalie

Coach Natalie

I filed a ticket for this and will let everyone know when there's an update.

-Coach Natalie

EL1234

Thank you!

MtnCreed

Thanks, @Coach Natalie! It's great to see the product listen to and implement feedback.

Coach Natalie

Hey again everyone!

This should be addressed in the 3.94.0 Web Release. 😊

-Coach Natalie

EL1234

That's great news! Any ETA on the release?

Max1223

@Coach Natalie just saw the updated Review check, looks great! Thanks!

It's great to know that Simplifi's request and feedback system works.

UrsulaA

I agree with @Max1223 - the review check looks great. Thanks @Coach Natalie !

EL1234

It looks great, thank you @Coach Natalie !

Coach Natalie

So much better! 🥳

-Coach Natalie

MtnCreed

@Coach Natalie I love seeing feedback in action! Thank you for the hard work improving this.