Ability to customize columns where ever you have transaction detail

John Dressel

I would love the gear icon for customizing the columns that display in the Transactions tab to be added where ever you show transaction detail - Spending Plan, Reports, etc. Since we use Amazon a lot and all transactions just appear as 'Amazon', I take the time to add notes and properly categorize each transaction. I can see the note field in the Transactions tab but anywhere else, I have to click into the transaction detail to see it. Either allow users to customize the columns where ever they appear or use the set of columns selected in the main Transactions tab to control the columns universally.

UrsulaA

Hi,

There are existing feature requests for this. It is better to start with more than one vote to increase the chances of being considered.

Reports

https://community.simplifimoney.com/discussion/940/customizable-columns-in-reports-include-notes-column-edited

Watchlist

Could not find an existing feature request but a coach may help. @Coach Natalie @Coach Kristina

Spending plan

https://community.simplifimoney.com/discussion/5441/customizable-columns-in-the-spending-plan-edited

UrsulaA

As a workaround, I use the export to CSV button to view the notes for transactions under reports, watchlist, and spending plan. Having said that, the ability you described will be great to have.