transactions & categorfies

sdlnlsn's Avatar


06 Aug, 2020 12:38 PM

is it possible to memorize a transaction and the split categories for future use or is it even possible to memorize a transaction

I would like to see transactions saved with the categories for future use. that way when i pay my property tax bill I don't have to look up each property each time, or when I write a check to home depot I don't have to search up each category each time as the most common categories would come up as splits when I bring up the home depot transaction with categories already in place

  1. 1 Posted by mhoggie on 06 Aug, 2020 02:08 PM

    mhoggie's Avatar

    just a user,

    Oh yeah, that works, use it a lot. Just right click an existing transaction with splits and choose create reminder from transaction. Then you can tweak the dates and repetition as needed.

  2. System closed this discussion on 05 Nov, 2020 02:10 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac