Show an icon in the transactions list to indicate manual transactions

EL1234
EL1234 Member ✭✭✭✭
edited December 20 in Feature Requests

I think it would be helpful if the transactions list had a little icon next to manual transactions. Currently the only way to know if a transaction was downloaded from the bank or not is to open the transaction and check for the "Appears on your [BANK NAME] statement as" banner at the top.

5 votes

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Comments

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    Yes, I will love this. However, how will the system display an icon for a manual transaction merged with a downloaded one? I prefer to have the icon deleted for a merged manual transaction to indicate it is now part of a downloaded transaction.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • EL1234
    EL1234 Member ✭✭✭✭
    edited December 20

    That's a good idea, or maybe one icon for a regular manual transaction and another icon for a merged one.

    Also when a manual transaction is merged with a downloaded one, I'd love to see the original date before the merge. Probably a separate idea though.

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    "maybe one icon for a regular manual transaction and another icon for a merged one" - this works for me too @EL1234

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    I voted for this, but it need not be an icon for me, just some kind of indicator (icon or text) that indicates Manual/Downloaded…

    -Rb


    Rob Wilkens