Workflow for processing new transactions
I want to inspect every transaction that comes in to make sure it wasn’t fraudulent, then to add a memo and verify the category is correct.
There is no way to do this now. I go to transactions and just get one long list. I can’t tell what is new and what I’ve seen.
YNAB does an excellent job with this. It makes it super easy:
1) New transactions have a blue dot.
2) There is a dedicated “New Transactions” tab that behaves like an inbox.
3) When you open a transaction and close it the blue dot goes away.
A filter option isn’t enough because you are doing this every. Single. Day. It needs to be a separate tab with an indicator of the number of new transactions. Then you souls be able to swipe and mark reviewed.