Save filtered views on Transactions page
Jen from Lunch Money
Similar to saving Query Tool queries, allow users to save filtered transaction views by name for quick reference. Also allow users to set a "Default" view as well.
Log In
Din from Lunch Money
Merged in a post:
Save Transactions page filters by name
g
gz@pobox.com
I would like to save a filter and invoke it from a menu of saved filters.
Din from Lunch Money
Merged in a post:
Favorite filters
D
Daniel
Background
We are often required to apply the same combinations of filters (category, account, amount, etc.).
Today, we have to repeat this selection every time. The objective is to make it possible to save a combination of filters and to find it quickly.
Feature
Add the possibility to save a filter applied to transactions as a favorite filter.
Once saved, the filter is quickly accessible from the filter space and can be reapplied in one click.
Optional: Persistent filters
Among the favorite filters, the user can define a filter as persistent.
A persistent filter is automatically applied when you return to the transactions panel, including after a reconnection.
Din from Lunch Money
Merged in a post:
Save Advanced Filter Profiles
S
Sean
Be able to define and save several filter profiles; i.e. "not any" of a particular Category or Account. I frequently need information with 3-10 filter settings, and it wastes a lot of time having to go back and forth. I want to be able to name and define filter settings for Transactions and Analyze.
Din from Lunch Money
Merged in a post:
Feature Request: Save Filter Combinations as Custom Views
S
Stijn Zeebroek
Problem:
Currently, when I apply filters to the Transactions view (e.g. status = "unreviewed"), there's no way to save that filtered view for later use. Every time I want to check the same filtered list, I have to manually re-apply the same filters from scratch.
Proposed Solution:
Allow users to save a set of applied filters as a named "Saved View" (e.g. "Unreviewed", "Needs Categorizing", "Large Purchases"). These saved views could then appear as a quick-access list (e.g. in the sidebar or a dropdown next to the filter bar), so users can jump straight to a specific filtered list with one click instead of reconfiguring filters every time.
Example use case:
I frequently want to see only transactions with status "unreviewed." Right now I have to set that filter manually each time I open the Transactions page. A saved view would let me click "Unreviewed" once and instantly see that list.
Why this matters:
This would save time for users who regularly check the same subsets of transactions (by status, category, tag, account, amount range, etc.), and would make Lunch Money feel more like a personalized dashboard rather than requiring repeated manual setup.
D
Daniel
Another identical post with lots of votes:
D
Daniel
It seems like we have a lot of expectations for such a feature:
D
Daniel
same as:
This one too, even if less clear:
Din from Lunch Money
Merged in a post:
Saved Filters
D
Dorian
Instead of adding filters every time I visit the Transactions page, give the option to save filters and make them available for quick enablement. Ie, If I want to see uncategorized transactions over the past 30 days, I set the filter, save it, and its a button or drop down to quickly enable vs having to reenter the parameters. Or ie. If I want to see transactions from my Bills category for the past 60 days, that's also a saved filter.
Photo Viewer
View photos in a modal
Din from Lunch Money
Merged in a post:
Save filtered views
J
Janet
Would like ability to save a specific filtered view so I don't have to keep reselecting every time I go back and forth from Transactions to Categories (or somewhere else).
D
Dustin Dauncey
This would be very helpful. Similar to another request too about searching transactions in time periods that is not only the current month by default. This would be a great quality of life improvement for us users who search transactions frequently or want to sort of quickly filter specific transactions.
Load More
→