Main > Feedback [Auto-assignment of account to transactions]
User
Message
Last Post
support
Administrator
Re:Auto-assignment of account to transactions
Thank you, we've updated the payee dropdown as well.
02/16/2018 13:46:36
Jeffrey
User
Re:Auto-assignment of account to transactions
I am finding that even after making this change in settings, a bank account is still being pre-selected for me for new transactions with existing merchants/payees I have used before from my drop-down menu of existing merchants/payees. Can this be fixed?
02/16/2018 11:44:06
support
Administrator
Re:Auto-assignment of account to transactions
This has now been implemented. Under settings you should now see an option to no default the account under the Transactions section. Please let us know if you run into any issues.
02/16/2018 00:05:23
Jeffrey
User
Re:Auto-assignment of account to transactions
Thank you for listening & taking action.
02/13/2018 14:26:34
support
Administrator
Re:Auto-assignment of account to transactions
Thank you for the feedback. This has been added to our todo list as setting option and should be available early next week.
02/11/2018 12:52:23
Jeffrey
User
Auto-assignment of account to transactions
Is there a way to keep the program from automatically assigning a bank account to each transaction? I don't always use the same payment method for every payee and I don't always deposit money to the exact same account. I want to select the bank account for each transaction always. This has caused a LOT of problems for me using your software, when the software automatically sets the ban account information for the transaction. Please help!
