Add notes to recategorized transactions after Swipe action | Feature Requests for Mobile App

Add notes to recategorized transactions after Swipe action

complete

Nathaniel

Could we view the list of transactions we verified or recategorized after the left/right swipe operation? It would be helpful to add a note about the transactions in the moment. Particularly the ones we re-categorized.

Great widget, thank you.

December 5, 2024

Daniel

Pinned

Hi Nathaniel, thanks for asking about that!
To add a note, you can select "Manage Transaction", which will bring you to the transaction screen where you can add anote, change the name, edit the date, split the transaction, etc. Once you're done, you'll be able to return to the swipe feature and pick up where you left off.
We'd love it if you gave this a try! If you have additional feedback, please feel free to reply to this comment.

Daniel

marked this post as

complete

Daniel

Hi Nathaniel, thanks for asking about that!
To add a note, you can select "Manage Transaction", which will bring you to the transaction screen where you can add anote, change the name, edit the date, split the transaction, etc. Once you're done, you'll be able to return to the swipe feature and pick up where you left off.
We'd love it if you gave this a try! If you have additional feedback, please feel free to reply to this comment.

Daniel

Merged in a post:

Card Swipe

April

It would be nice to be able to add a quick note when swiping to confirm or change transaction categories

April 15, 2025

Daniel

Merged in a post:

Transaction notes

Dyann

When swiping, give opportunity to make transaction notes

April 15, 2025

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