Include "Notes" field on the transactions displayed in Spending Reports (edited)

TheNigerianPrince
TheNigerianPrince Member ✭✭✭
edited November 2021 in Feature Requests

I like to look at spending reports by category to see where my money is going every month. When you select a category, the transactions are listed at the bottom of the page. However, the "Notes" field is not present, but the Tags one is. So I just get a list of payees and transaction amounts with no idea as to what exactly those transactions were. This is especially bad for transactions with merchants like Amazon (where it could be anything).

I see this a lot where the Tags feature is being selected over the Notes feature in different parts of the UI, and to be honest, it grates a little. Transaction splits can get separate tags but not separate notes. Now this. For some of us, we prefer notes over tags and would prefer that notes be a first-class citizen. Tags are not useful to me because I already have categories. Please can the experience be patched so Notes don't feel like an afterthought?

31 votes

In Review · Last Updated

This Idea has been submitted to our Product Team for review!

Comments

  • EL1234
    EL1234 Member ✭✭✭✭
    I like this idea! Maybe we should be able to edit the columns displayed on this page, just like on the transactions page. That way Notes won't get in people's way if they don't need/use it, but for those of us who do, we can choose to display it.
  • CEBrown
    CEBrown Unconfirmed, Member

    Me too! I love the idea of being able to edit what columns we can see

  • RichD
    RichD Member ✭✭
    Need Notes on all transaction lines including splits
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @RichD,

    Thanks for the suggestion!

    I would definitely recommend adding your vote here for the ability to have a 'Notes' field for each split on a transaction: https://community.simplifimoney.com/discussion/75/split-transactions-add-note-field-to-each-split#latest

    I hope this helps! :smiley:

    -Coach Natalie
  • Adding my +1. It would just be nice if the list of transactions when looking at a report matched the UI of the main transactions list.
  • cymirk
    cymirk Member
    +1 on this idea, it's tough to consider financial reporting overall when I cannot account for each transaction at first glance.   A non-tag user, but puts notes in for every transaction.
  • karan
    karan Member
    Yes much needed!
  • TheNigerianPrince
    TheNigerianPrince Member ✭✭✭
    Any update on this? It'd be nice to use the same main register UI component for the transaction lists in Spending Plan and Reports.

    I don't use Spending Plan and Reports as much as I'd like because the transaction lists there are almost useless to me if it's just a big list of "Amazon, Amazon, Amazon" with no context on what they're for (I rarely use tags.)
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @TheNigerianPrince,

    Thanks for reaching out!

    Due to the feedback we've received on adding a "Notes" column to Reports, both here as well as another Idea post here, I did go ahead and get this submitted to the Product Team for review. 

    Please stay tuned here for future updates!

    -Coach Natalie
  • I am a new user, but it only took me a few days to get slapped in the face by this.  My notes are full of information detailing exactly what the transaction was for.  A report without the notes is nearly worthless.