Transaction List Update: Share your feedback here!

RickS · March 5

@SRC54 How are you adding a category note vs. parent note?

SRC54 · March 5

@RickS So far we can only add category notes when you are in Show Split Items. You enter them directly into the transaction list (register).

Soon I hope we'll have the ability to do category notes when in the Transaction Entry Box and doing the splits.

RickS · March 5

@SRC54 I tried that but the new note disappeared when I tabbed out of the notes field.

EL1234 · March 5

You might have to press Enter after typing the note. That's a different issue that's been mentioned here.

RickS · March 5

@EL1234 Yes, enter instead of tab worked.

SRC54 · March 5

Yep, you type, then hit enter, then tab. You have to do this when splitting transactions too.

Some times you can get away without entering, but I've gotten used to doing all three just to be sure.

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