Quicker way to checkoff that a transaction has been reviewed

CookieMonster
CookieMonster Member
edited February 29 in Managing Your Transactions

it's a nice feature to check off transactions that have been reviewed, but not when the only way to do it is by opening the transaction to click the check at the top. Should be a checkbox field we can add to our transaction view, like right next to the tag drop down menu and we can just scroll down to check categorizations and check the box if we are good with it.

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Comments

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    If you add the Reviewed column to the transaction list, you can mark the transaction as reviewed by going down the list. You can also bulk edit the reviewed status to mark as reviewed.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

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