Categories

Discussion List

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  Merged: Track and categorize transactions in brokerage accounts

  bellini100 1 view 0 comments 1 point Started by bellini100 December 2021 Feature Requests
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  #TipTuesday: Categories vs. Tags

  Closed Coach Natalie 951 views 1 comment 0 points Most recent by kscooley November 2021FAQ Section
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  5

  Up Down
  Ability to have both Income and Expense Subcategories within one main Category (edited)

  Active JTurn 35 views 0 comments 5 points Started by JTurn September 2021 Feature Requests
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  8

  Up Down
  Ability to apply a Category Rule to each individual Rule for a Payee (edited)

  Active Flopbot 43 views 1 comment 8 points Most recent by Coach Natalie August 2021Feature Requests
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  0
  Undo Newly Created Categories in Transaction View

  Completed Closed dl30 16 views 2 comments 0 points Most recent by Coach Natalie May 2021Feature Requests
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  Merged: Create transfers to brokerage accounts

  Zackary 1 view 0 comments 1 point Started by Zackary April 2021 Feature Requests
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  Merged: Display category hierarchy in Transaction View (edited)

  shannondwilkins 11 views 0 comments 4 points Started by shannondwilkins March 2021 Feature Requests
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  Merged: Manage Categorization 'Rules'

  shanedeiley 1 view 0 comments 0 points Started by shanedeiley November 2020 Feature Requests
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  10
  Create Categories Quickly

  Completed Closed paleosteve 159 views 10 comments 10 points Most recent by Coach Nicole December 2019Feature Requests