Zelle payments should not be automatically assigned as a Transfer

Juswanson

zelle payments can be anything from a gift to paying the gardener, should not be automatically assigned to transfers bc then it is also hidden from expense report (and then doesnt show up on the planned spending tab). The only way to find zelle payments is to go to transactions and search zelle. My suggestion is that zelle payments get assigned to Uncategorized category to then allow the user to find them and assign to correct category

UrsulaA

To handle Zelle payments, I use a rename rule with the expected payee name and assign it to a category with a category rule. To ensure transfers that are expenses are properly accounted for, I review transactions on the transaction list and not reports.