Categories

Merged: Track and categorize transactions in brokerage accounts

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

Closed Coach Natalie 980 views 1 comment 0 points Most recent by kscooley November 2021FAQ Section
5

Up Down

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

Active JTurn 37 views 0 comments 5 points Started by JTurn September 2021 Feature Requests
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
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
Merged: Create transfers to brokerage accounts

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

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

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

Create Categories Quickly

Completed Closed paleosteve 167 views 10 comments 10 points Most recent by Coach Nicole December 2019Feature Requests