Saved Filters in Reports and Registers [edited] (2 Merged Vote)

EL1234
EL1234 Member ✭✭✭✭
edited November 2021 in Feature Requests
There are a few filters that I find myself using pretty often. I'm thinking it could be a nice feature if we had "saved filters", to make it easier to access them.

It would go nicely after Advanced in the Filters list: https://i.imgur.com/XcIYtC3.png
16 votes

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Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hello @EL1234,

    We appreciate you posting your suggestion here! Don't forget to add your vote! :smile:

    -Coach Natalie

  • mazar1977
    mazar1977 Member ✭✭✭✭
    It would be wonderful if we had the ability to memorize reports so that we don't have to re-customize it from scratch every time.

    Example: II have food spending setup like this 

    Dining & Drinks

         Restaurants

         Takeout

         Snacks

         Coffee Shops

         Fast Food

         Groceries


    I like to run a report filtered like this to see if Im spending more in takeout etc. vs. groceries.  It would be great if I could save this report and then just run whenever I needed without having to re-create it each time.


  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @mazar1977,

    Thanks for taking the time to post your enhancement request to the Community!

    I have gone ahead and merged your Idea post with an existing Idea post requesting that the same ability be added in Simplifi. I didn't see a vote added to your original Idea post, so please be sure to add your vote here! :smiley:

    -Coach Natalie
  • leviautumn
    leviautumn Member ✭✭
    I would love the saved filter feature in just looking at my transactions. I have to adjust every time I pull it open: “month to date” and “new to old.” Seems like it would make it easier for the user to just be able to save that and not have to adjust it every time I look at my transactions/cash flow.
  • dagnabit2000
    dagnabit2000 Member ✭✭
    I would like to easily look at credit card spending.  I have a handful of different accounts.  Every time I have to select the accounts.  The issue is the accounts are in an order that makes it difficult.  The side bar actually arranges the accounts in a logical order that has all the credit card accounts together.   Please either add filter categories to the accounts list or order the list by account type.    Another way to do this would be to allow for saved reports so I could just open that report instead of recreating the filters 
  • The default filter under Spending, for example, is all accounts. It would be helpful to be able to define the default filter that is most applicable for regular use. For example, I would like to define credit card accounts as the accounts shown by default under spending account. It currently shows checking and savings accounts for me, along with credit card. So, I find myself changing the filters every time I open my spending report to focus on credit cards.