Transactions Updates

Transactions Updates

Transactions Updates

Sep 16, 2023

Sep 16, 2023

Sep 16, 2023

  • Transaction List
    Transaction lists are now available on many surfaces. Whenever you want to drill down a number, a transaction list will show up as a side drawer.
    For example: an "activity" icon will appear by a category, no matter if you see them in a page block or categorization page. Going forward, you will be able to see them by the side of a "Merchant", or more. What is your "drill-down" scenario, please file a request using the "Bugs & Requests" link.

  • Filters
    The filters on the transactions page will allow you to easily search your transactions by some conditions, more than that, you shall be able to create a rule from a filter list easily.

  • Rules

    • Making rules close to transactions, so that you can easily create a rule from a filtered transaction list.

      • Support viewing matched transactions by a rule

      • Support editing a rule.

    • Categorization Bug Fixes

    • Adding a category in the categorization time from the transactions page.

      • Matching all transactions by a newly added rule.

      • Easier filtering from the filter form.

  • See category activities
    Showing transactions from Category tab will carry the time range over from Category tab to Transaction tab.

  • Accounts/Transactions/Categories column head
    We now use active colors to indicate that the column is editable, such as Name column in the Accounts tab, Category column in the Transactions tab, and Category + Budget columns in Categories, others are grey means read-only.

  • Change log bell
    The change log menu will display a bell if we have updates as fresh as less than 24 hours. We would like you to take a look at our active updates.

  • Onboarding page & Starter page:
    If you are new to Fina, now you will automatically get these two templates applied to your document tree. Others can always go to Templates the browser to see available ones. Looking forward to adding more templates.

  • Categorization optimization:
    We display all your categories in the Category column under the Transactions tab, but based on the current transaction, either expense categories or income categories will show up at the top of the drop-down list. Of course, you can always type and search.