Allow setting custom Name or Label
Hex&Jelli Anderson
Allow setting custom name or rather a label for transactions both manually and by Rule. I am regularly having to ask my husband to check transactions that we don't recognize only to later remember what they are supposed to be. I don't want to overwrite the name as that could affect the Rules or make identification more difficult in the case of a mistake, but rather a label that would just display instead of the name. Name would still work and populate in Rules and searches and Label would also populate in searches.
Shawn Cao
"Tags" will be greatly helpful for your case, we will add this support as next step very soon.
Currently what I'm doing is add a category called "to be reviewed", and I just share that view in the transactions page so that my partner just click that view and see all transactions, and add remarks for each.
At the same time, you can turn on review function if you haven't done so yet, you can hover over a profile on the left pane, and click the setting, turn on "Enable transaction review"