Forum Discussion
Hi thekenyan,
Totally get where you're coming from, and thanks for your detailed input. As a workaround when you’re reviewing a whole quarter by category (for BAS, etc.), the cleaner option is to use reports instead of relying on the on‑screen bank feed grid, for example:
- Run a Bank transactions / General ledger (detail) style report for the quarter.
- Export to Excel and sort or filter by Category there.
I’d also hope that there is someone in the Community here who can share their input or any practical workarounds that are helping them review a full period by Category with the updated page.
For reference, here’s more detail about the updated Working with bank transactions
Regards,
Earl
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