Saved Views for Transactions: Everyday filters at one click

The Transactions page has great filters, but every time I sit down to review my money, I rebuild the same combinations by hand. Mine, several times a week:

• Category = "Other" → give each one its real category

• Tag = "to review" → check, fix, remove the tag

• Tag = "Reimbursable" → has the money come back yet?

• Account = X and amount over N → look at the big ones

Each one takes 4–6 clicks, and it's easy to get one wrong: forget the account, pick the wrong tag, mistype the amount. A wrong filter doesn't look wrong. It just quietly hides the thing you were looking for. And when the tab closes, the filters are gone.

The proposal: Saved Views

A Views menu next to the filters on the Transactions page:

1. Save the current filters (and sorting) as a named view.

2. Apply a view with one click. All of its filters are set at once, replacing whatever was there.

3. Manage views: see which filters each one uses, rename it, update it with the current filters, reorder, delete.

4. Relative dates stay relative. A view saved with "Last 3 months" means the last 3 months whenever you open it, not the dates from the day you saved it.

Nice to have:

• A count next to each view ("To review · 12"), so views work as a to-do list.

• A default view that opens with the page.

Why it matters

• Speed: the reviews you do every week become one click.

• Consistency: you define a filter once and it's right every time, with no forgotten or mistyped conditions. In a household or a small business, everyone uses the same definition of "to review".

• Inbox zero for your finances: views like "Uncategorized", "To review" or "Awaiting refund" turn the Transactions page into a workflow: open the view, clear it, done.

• It already exists in the product: the Pivot report has Saved Views. This brings the same idea to the page where most of us spend most of our time.