Review New transactions
One of the big features I miss from monarch is it highlights new transactions on a banner on the main page so I can quickly swipe through and change the category, split the transaction or change the description as needed. With the current set up in the app it is very easy to miss recently added transactions or pick out of they are placed in the wrong category.
Log in to comment and vote
Comments2
team@waypointbudget
Oct 27
Hi guys, this is live as of this week. Bank-synced transactions now show a “New” tag until you open them, so nothing slips in unnoticed. On Transactions there is a line with the count, “Show only new” to see just those (across months, so late-posting ones show too), and “Mark all as seen” with an Undo. Opening a row to fix the category, split it or rename it clears the tag, and there is a count in the sidebar and a dot on the Activity tab on phones.
We went a slightly different way from the Monarch banner: the review happens in the list itself rather than a card you swipe through, which kept it out of the way for people who never want to review. If you would rather not see the tags at all, there is a switch under Settings.
@jasonjasonjason, the cleared versus not cleared piece is a separate thing (matching the card’s posted balance against the budget). We show pending transactions, but there is no reconcile step yet. Happy to track that as its own request if you open one.
jasonjasonjason
Oct 11
I miss a similar feature from YNAB for cleared/not cleared transaction. I pay for everything with a credit card and frequently have to do math to compare my bank’s reported balance on a card against what my budget says. Might be able to get two birds at once with this feature request :)