2010 Matching Improvements

avp2's Avatar


02 Jan, 2010 12:40 AM

I think the following few changes would help people feel better about the new interface:

1) If possible, show the changes being prompted in the match bar for acceptance in the register transaction you are working on (for a match) before you have clicked "accept". Of course, they would revert back if "accept" was not clicked.

2) For downloaded and unmatched transactions, change the default "uncategorized" category to "unmatched". Once matched, the transaction would be moved out of the "unmatched" category and put into that of the match. Unmatched would be more specific and such a category could be helpful for housekeeping from time to time.

3) In the matcher's drop-down list, always offer an "as is" match, but with the account's default category, as a worst case match and in place of "no matches".

4) Add the word "as" between the "accept" button and the drop-down list.

5) Add a "delete" button just left of the "accept" button; just seems more user-friendly than the current alternatives.

  1. Angie Rauscher closed this discussion on 11 Jan, 2010 07:28 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