New Right-Click Options
When right-clicking on a transaction, the following options would be very useful:
* Show Transactions by Payee *
* Show Transactions by Category
* Show Transactions by Tag
* The Payee is the description (I will log another item on this). It is really important to be able to see / report how much you've spent with a specific entity / category.
The Category choice allows a quick review of the budgeting you're doing against that Category
The Tag allows a similar budgetting option. Multiple Tags applied would appear as a sub-menu of each of the applied tags from that right-click menu.
The report it opens would be a full list of transactions, and include a pie / bar graph by some other filter (that could be amended)
e.g. Payee would show by Category in the graph
Category would show by Payee
Tag would show by Category.
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1 Posted by rm2426 on 03 Apr, 2018 10:16 AM
+1 for a "Payee" Report by right Clicking on a Transaction (Check) Payee and select a Date filter i.e. FROM & TO dates.
rm2426
System closed this discussion on 03 Jul, 2018 10:20 AM.