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Customizable Columns in Watchlists [edited]

prat0088

When you're viewing the transactions in a spending watch list the tags column is present but not the notes/memo field.

I record the items I bought in the notes field. When I look at the spending watch list for my allowance I want to know what I bought as I skim the list. But I'm forced to open each item individually to inspect the note. This is cumbersome and not practical.

Thanks for reading.

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Watchlist

Feature Request

Status: Completed

Comments

Coach Tappan

@prat0088 I just checked, and you're absolutely right! Some of the display options that are available on the "Transactions" page - like showing or hiding columns, or choosing how "compact" the display is -- are not available on other lists. One solution would be to make those options universal for all Simplifi lists. Thanks for the suggestion!

GrantSimplifi

Adding my upvote for this request.
I would like to be able to add the Reviewed Column to a Watchlist like you can in the transactions page mentioned in the article below:

https://help.simplifimoney.com/en/articles/5225070-using-the-reviewed-column

I rely on this feature to monitor transactions and it would be great to see it in the Watchlist area if possible. As of now I think I can only tell if a transaction is Reviewed if I click on each individual transaction.

Note: this is regarding the desktop/web app. You can view the Reviewed (green checkmark) in the iOS App which is great, however I use the desktop version as well.

Thanks!

RobWilk

Wow, after nearly 4 years, a comment on this thread!

I agree, customizable columns should be everywhere a register is shown.

[edit: Added my vote]

UrsulaA

This idea looks partially completed. I can add the notes column to a watchlist using the steps on the comment below.

https://community.simplifimoney.com/discussion/comment/40319#Comment_40319

Coach Natalie

Hey everyone, great news! Our product team has added the ability to customize the columns in Watchlists. You can do so by hovering over one of the column headers, clicking the three dots at the end of it, and then selecting "Manage Columns".

Screenshot 2024-09-04 at 12.20.57 PM.png

Please note that these settings will not stick when navigating away, however, we are planning to add the ability to save the configuration in a future release.

-Coach Natalie