Main > Feedback [Choosing categories for each transaction]
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support
Administrator
Re:Choosing categories for each transaction
When importing transactions, there's a checkbox titled "Transfer To" next to each transaction. The from account is account being imported and when you click the checkbox, you can specify the To Account.
03/03/2008 02:06:26
JohnnyV
User
Re:Choosing categories for each transaction
When importing a transaction that is a transfer from one account to another. So, it could be in the Confirm Transactions page or My Transactions page. The imported transaction is a transfer but there is no way to indicate this...you have to go to Transfer Funds and create a new entry and then delete the imported transaction. We need a way to indicate that the imported transaction is a Transfer. Thanks,John
03/03/2008 00:17:39
support
Administrator
Re:Choosing categories for each transaction
The popup should now show up next to the item you're updating. As far as the transfer, can you explain this more? I'm unsure what part of the site you're referencing.
03/02/2008 19:19:08
JohnnyV
User
Re:Choosing categories for each transaction
Actually, just noticed that you can update the category for each transaction in the Confirm Transactions page. This works very nicely...so I can just update the categories here before confirming the import. However, it would be nice to be able to do a transfer from the Update Category field, right now I have to leave the category blank and look for it after I import the transactions. Thanks,John
03/02/2008 13:55:05
JohnnyV
User
Re:Choosing categories for each transaction
Thanks. Until then, can you have the Update Category pop-window display on the portion of the page where your current transaction you are updating resides? Right now, it pops up at the top of the page, after clicking Update Category, I have to scroll all the down to find the transaction I was updating.
03/02/2008 13:16:56
support
Administrator
Re:Choosing categories for each transaction
Thank you for the feedback. We'll take this into consideration and see if we can implement this.
03/02/2008 01:14:33
JohnnyV
User
Choosing categories for each transaction
It seems very time consuming choosing a category for each transaction you enter. This is especially apparent when importing transactions from a bank that has 100 or so transactions. Any chance of changing the category from a drop-down list to an enterable text field that allows for you to type the first few letters of the category you are searching for to narrow down the list so then we can just pick it right there in the category field? Right now I have to click the mouse 4 times, scroll through a list, to find my category...for each transaction. For 100 transactions, that's 400 mouse clicks...very time consuming. Other software programs actually do this...though I'm not a Quicken fan, they actually do this and it looks very nicely.
