One thing that was not intuitive was adding and editing transactions. To specify if a transaction was a withdrawal rather than a deposit, you would simply enter a negative number. That is no longer the case. No there is a radio button to select whether the transaction is a deposit or a withdrawal. I’m hoping this is more intuitive for everyone. Of course if all you do is import transactions, this a moot point.

I’ve also added asterisks to mark required fields.

2 Responses to “Add/Edit Transaction Form”

1. Ramilton says:

   June 29, 2009 at 6:09 pm

   It would be nice to be able to select multiple similar transactions and move them with together. When there are a lot of transactions from downloads, it is time consuming to move one at a time. Another suggestion is to have the ability to add credit card accounts and also delete accounts individually. thanks

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2. admin says:

   July 2, 2009 at 12:08 pm

   @Ramilton: I’ll have to think about how to handle multiple transactions. I think it might involve checkboxes or something.

   You can add credit card accounts if you’d like. I have an American Express Gold card that automatically imports transactions for. If your credit card doesn’t support OFX you can add a manual account and name it however you want. Was there more functionality that you had in mind with credit cards?

   You’re right though. I do need to add something to manage accounts.

   Reply