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Connected import New Transactions vs user added receipt transactiions

Feature Request

I try to add my transactions and receipts each time I incur them. But I also rely on the new transactions that import from my connected account to verify I did not miss any transactions.

I'd love the ability to see those transactions side by side by date so I can match them up easily without flipping back and forth from my transactions to new connected transactions that come in.

Posted by Luke Martinez ·
2 comments

Comments2

  • Luke Martinez

    •

    Dec 11, 2023

    Even the ability to add it to business and then sort by amount and date would help immensely to compare and scrub transactions quickly.

  • Luke Martinez

    •

    Dec 11, 2023

    With this function it would be so much easier to audit a report for missed transactions, and or misread scan totals. Plus!!!! It allows you to add the transaction number from bank to your created transaction for a complete record. Clicking back and forth from my transactions to connected import is way too tedious and time consuming. Plus, having to set up a sorted view each time you switch is ridiculous.