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Formatting options for transaction lists

Budget Flow✨ Small Improvements

I am new with this app and very excited with its possibilities. My initial intention is to use Budget Flow to get a sense of my spending habits using past data. So I proceeded to import the data of my credit card past transactions straight from a .csv file.

The first thing I noticed is that, despite the ability to list transactions using different criteria, the format for each item is the same: “Category” followed by “Account name”, as seen in the picture. It would make much more sense to use “Payee” (which I link to “Description” in my csv file) followed by “Category” underneath.

The way it is formatted now by default shows the “Category” as the primary data (which is relevant but not as much as the actual description of the charge for each individual item) followed by “Account name” (which is absolutely irrelevant in each item as long as I am operating within one account).

Is there anyway to change this? It’s nice to be able to change colors and icons but one would think there are more critical aspects to keep in mind when it comes to configuring the way data is presented.

Posted by Pau ·
Status: Closed2 comments

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Comments2

  • Fabian

    Team•

    Mar 31, 2025

    Hi @Pau,

    Thank you for your suggestion for improvement. You can already change the title of the transaction in the advanced settings (at the bottom of the list), e.g. to display the Payee instead of the category if one is assigned (see https://help.budget-flow.app/articles/how-to-customize-the-displayed-transaction-title).

    However, I can also understand the idea of displaying both the payee and the category. Someone else once suggested making both the title and the subtitle configurable so that you can display the Payee instead of the account, for example.

    How do you see this?

    • Pau

      •

      Mar 31, 2025

      Thanks Fabian, I see now there is an option to configure the title for transactions. As you mentioned, it would be great if you could display both the category and payee for the title and subtitle respectively (or the other way around), particularly in those cases where all transactions belong to the same account.