Navigate back to a specific month in previous year
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Valerie Ang-Chamorro
I just have some feedback for your tech team. It would be helpful to be able to go back to a specific month in a previous year. I am doing my taxes and trying to scroll through everything to make sure everything is categorized the way I want. When I have to leave to do something else, I have to sign back in and scroll from December all the way back. It's so time consuming because I get to the bottom and have to "Load More" to get to the next page. Would be great if there were a nested menu that takes me to the month I want and continue scorlling through the rest of the year.
Daniel
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Valerie Ang-Chamorro
Thanks Daniel! Very helpful!
Daniel
Hi Valerie, thanks for asking about that! Are you currently viewing your transactions on the Transactions tab?
One way that you could do this is to navigate to previous months in a previous year on the Spending Tab. To navigate to previous years, you can scroll the graph icons (shown on the picture before) to the left to show months further back.
From there, you can take a look at transactions by category, as well as sort anything that's in the uncategorized category.
I'd love to hear if that makes this a bit easier for you!