This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-216 Improve search options on auto bank feed .
As a user, I would like the ability to sort and filter by Date, Amount or Reference.
For example. I would like to sort on all the transactions that have "Airline" so I can create rules accordingly to create one rule, and reclassify it as travel expense.
Or I would like to sort by the amount to see if there are any recurring monthly transactions where I can
Or I would like to sort by the date so I can reclassify things from oldest to newest (right now, it is sorted only one way, from newest to oldest).
Additionally, there is no way I can currently see older transactions that got pulled into the feed. I have 454 transactions, but my screen only shows 10 transactions max (with no ability to look at the other 444 transactions).
Guest
Ability to filter Incoming Bank Transactions by name/date etc.
Merged