Search for transaction categories & changing allocated transactions.
If I have accidentally allocated a transaction to the wrong category, it is very difficult to change it unless I know exactly what the name of the transaction was. It would be helpful to search by category name, or be able to access each category to see which transactions have been allocated, so it can easily be changed. Currently, the app only lets you search via the bank account list and the search bar is terrible. Even if I search by transaction date, or value of the transaction (eg: $128.00) it rarely works. Is there another way?
Transactions to review & receipts
When reviewing transactions (namely expenses paid by linked bank account), it would be really helpful to have the option to add your receipt when you do this (in smart match or manual match). Currently, I match the transaction, but then have to go into my expenses and find the transaction again to upload my receipt so I feel like I am doing double the work! If paid in cash, all you do is upload the receipt and it's done!Welcome Solmates 👋
How is it nearly June already? If you’ve just joined Solo (or have just found our community), you’re in the right place. This community is for swapping ideas, and getting unstuck as we build our things: side projects, businesses, careers, whatever the mission is. To kick things off, we’d love if you could drop a quick hello below and tell us a bit about you. No pressure—just enough so we can put a person to a username. Where are you joining from? What are you working on right now? What’s one thing you’d love help with (or can help others with)? And for fun: what’s your go-to focus soundtrack / snack / ritual when digging into the Work-Work? Have a look around, jump into any thread that grabs you, and if you’re not sure where to start—this one’s perfect. We’ll be keeping an eye out and saying hi back. Over to you—say hi 👇 (hot tip: we’ll start a new one of these every few months)Understanding the Transaction List Report
If you’re trying to get a clear view of what’s happened in your business over a certain period, the Transaction List report is a great place to start. It gives you a simple, line-by-line breakdown of all transactions for your business within the timeframe you choose.
