When clicking on "category" drop down, the current selected category should be auto-highlighted

nichodamous
nichodamous Member ✭✭
edited December 2021 in Feature Requests
Right now when I click on the category of a given transaction, the drop down opens up with a list of various categories (some of them have subcategories too). This is great, however, it is very time consuming to find where the selected category falls under.

For example, let's say I purchased something from Home Depot. It is auto categorized under "Home Supplies". I'd like to switch it to another sub-category. When I click on the category drop down, I have to scroll through to find the correct subcategory before changing it to another option (i know I can just type it in, but sometimes I want to see what options are available.)
Instead, when I click on the category drop down, the "home" category should already be open, with all the subcategory options under that visible, with "Home Supplies" highlighted. This makes it much easier and quicker to change the category.
14 votes

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Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited September 2020

    Hello @nichodamous,

    Great suggestion! You've got my vote! :smile:

    -Coach Natalie

  • achester99
    achester99 Member ✭✭
    yes please!
  • scottnliz
    scottnliz Member ✭✭✭✭
    Totally agree - this is painful.
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hello All,

    The Community Support Team reviews long-standing Idea posts for relevancy and current interest. This Idea seems to have fallen stagnant and we would like to gauge the current level of interest in this request.

    If you would like to see this Idea implemented, please add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here.

    Thank you,

    Simplifi Community Support Team

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    Voting for this, for me it often autofills the wrong 'transfer to' category (this might be less often,now), it would be 'helpful' if when i popped-down the category list, it started the 'cursor' on that original category, because it would be a lot less far to travel to pick 'another' transfer-to category.


    Rob Wilkens

  • getquickevenbetter
    getquickevenbetter Member
    edited January 27

    When changing a transaction’s category, many times it is only slightly off, so it would help if when opening the category list it would automatically scroll/open to the category that is already selected so you can more quickly make the change (e.g. from Paycheck to Bonus, etc.).

  • Flopbot
    Flopbot Superuser, Beta Tester ✭✭✭✭✭

    @getquickenevenbetter

    I like your idea and voted for it above. While it's a small thing, it would make navigating the Category list just that much easier! Here's another idea post related to the ease of navigating categories in transactions. You might find it good too.

    Chris
    Spreadsheet user since forever.
    Quicken Desktop user since 2014.
    Quicken Simplifi user since 2021.

  • oldit51
    oldit51 Member

    I agree. at a minimum it should open to the category currently on the transaction and show it selected until another is selected.

  • Webdeb3233
    Webdeb3233 Member

    When changing the category on a transaction, I would like the search screen to start at the category already assigned, instead of always starting at the top. Example: Interest transaction is pre-categorized as Personal Income. I want it under Personal Income: Interest Earned. If the search screen opened to Personal Income, I could select Interest Earned without having to scroll or type in a search word.

  • Motty
    Motty Member

    When opening the category selection menu, the list displays all the categories starting at the top of the list. It would be nice to locate the currently entered category, so I can choose related categories under the same parent.

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    Does this change apply to the mobile app, web app, or both?

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present