Add notes to recategorized transactions after Swipe action
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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.
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
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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
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April
It would be nice to be able to add a quick note when swiping to confirm or change transaction categories
Daniel
Merged in a post:
Transaction notes
D
Dyann
When swiping, give opportunity to make transaction notes