Filter unconfirmed
Dear Budgetbakers.
The recent addition of the confirmation is simply awesome, it is now much easier to track down records recently approved by the bank and finalize them.
There's just one step missing that would make the solution absolutely perfect - a way to filter out confirmed records and focus on unconfirmed.
Please consider adding such a filter.
Otherwise, thanks again for the great app, and keep up the good work đź‘Ť
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Martin commented
Great to see this request already here, I came to add it. There are two things missing now:
1) To filter unconfirmed in Web App (right now only possible in mobile app, at least in iOS).
2) To make it EASY TO ACCESS. I must say I use only Web Desktop App to analyze data. Mobile app is for me just a way to confirm or fix wrongly assigned payments time after time when I have time somewhere on my way... But how to display only unconfirmed? Go to Records, click down, click custom filter, click confirmation, click only unconfirmed, close filter options... what the... :-) Too much hidden, very inconvenient to do this everytime. Or is there any other way?
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Sarah Facci commented
I see this feature in the mobile app now, but not on web! It is so frustrating when they are different!
There are also some useless premade filters that automatically show up on mobile, but only my custom saved filters show up on web.
And there shouldn't be separate entry points into instant filter or configuring a filter to save either... very confusing. Why not just show all the fields to filter on when you land on the records page, and have a button to allow the user to save them, on both mobile and web? If the user decides to save, then prompt for a name for the filter.It kind of seems like this app is designed by developers and you haven't consulted a UX professional. It would be well worth the investment.
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Igor Irić commented
Is there any workaround for this until proper solution is implemented?
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Giyomu commented
Great request ! In the quick filter menu in transactions there is the "By status" field, and the check boxes are :
* Cleared
* Validated
* Invalidated
* NullOr something like that, I'm using the French version.
I tried each option but could not get to find a way to filter unconfirmed ones only.