Reviewed Column in Watchlists
Hi,
Is it possible to add the Reviewed Column to a Watchlist like you can in the transactions page mentioned in the article below?
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!
Comments
-
[removed] or @Coach Natalie Can this be made into an idea post? I would vote for it.
Anthony Bopp
Simplifi User Since July 2022Money talks. But all my paycheck ever says is goodbye1 -
I have the same request and will vote for this post.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
0 -
@GrantSimplifi - even though the reviewed column does not show up on watchlists, you can filter the watchlist using Advanced>Not reviewed.
Results of my not reviewed filter
Then, to mark the transactions reviewed, you can select them using the checkboxes to the left and then use the reviewed checkmark next to the pencil icon to mark the transactions as reviewed.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
0 -
Good news - the request to customize columns on a watchlist (add a reviewed column or notes column) is already open. Vote for it below. I voted for this months ago but did not recall. I found the request on my bookmark page.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
1 -
Thank you for letting me know!
0
