Rename Transaction in Swipe Review | Feature Requests for Mobile App

Rename Transaction in Swipe Review

complete

Bailey

The new swipe to review transactions is great, but I feel it good use a quick option to rename or edit the transaction. Perhaps swiping up or down or hard pressing could open the transaction for editing.

October 25, 2024

Daniel

Pinned

Hi Bailey, thanks for asking about that!
To edit the name, you can select "Manage Transaction", which will bring you to the transaction screen where you can edit the name, change the date, add a note, 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 Bailey, thanks for asking about that!
To edit the name, you can select "Manage Transaction", which will bring you to the transaction screen where you can edit the name, change the date, add a note, 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:

Tile review-rename transaction

Alessa

Loved the tile review “swipe right swipe left”to review the latest transaction. Would like to be able to rename the transactions in that same view

April 15, 2025

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