Allow setting default "Quick Filter" search period
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Adam
I very frequently use the "Quick Filter" option, and I also rarely want to search within just the current month. Typically, I want to search either "This Year" or "All Time". It would be very convenient if I could set this as a default option.
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Dustin Dauncey
Yes, as a newer user, I’m finding it irritating to it always defaulting to the current month. If I’m searching transactions it very rare that I’m searching contractions in the current month as I can just control+F for finding that one, and I usually want to search in the last 12 or 24 months even all time, so having those as default search periods would be a great low hanging fruit UX improvement.
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Dylan Harris
yeah. often I'm trying to search for things over multiple months so I can keep track of things. For example, did I get charged once and only once by a certain merchant every month. Or how many amazon transactions did I have and what were they, or a specific amount I'm searching for somewhere. The default of just searching the current month is useless and causes many more clicks every time.
Din from Lunch Money
Merged in a post:
Make "Quick search" search all time
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Jamin Turner
I think it would be most useful if the Quick Search under the Transactions window searched 'All time' by default. Currently you have to use Filters to search anything more than one month's worth of data. This takes too many clicks to do a quick simple search.
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Dmitriy Alergant
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Dmitriy Alergant
The Quick Search currently works automatically while you type, and filters transactions on the front-end: there are network queries when you filter by typing in the search box.
I would actually prefer the following behavior:
* Automatic filtering while you type: seamlessly apply search filtering based on the currently selected time range. Current behavior, no change.
* Also allow "explicit submit" of a search query (a small submit button on the right of the box + enter hotkey). The explicit submit should forcefully switch to All Time view [as per this original suggestion in this thread], while refreshing the transaction table to via /transactions?search[] endpoint; Which is the same behavior that currently happens when you change the time range manually. But saves a click.
Potentially (long-term), the full back-end search (transactions?search[]=) may leverage a stronger or more flexible searching algorithm then simple front-end filtering. This visual cue (a "submit" button + hotkey) as proposed above will further highlight this difference to the user.