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Find and Recode - Apportion tracking categories

Started by Grant Avery in Feature Requests | Idea

Find and Recode is wonderful. I would like an update day to be able to recode an number of transactions at the transaction level, over tracking categories, where expenses are not specific to a tracking category, such as Insurance/Rates and land taxes. to be able to assign a percentage to each category.

Currently you have to change each transaction in a clients data or use General Journals, which make the monthly data worthless for management reporting, and addons such as Figured etc.
Thanks for this request, Grant! No plans for this atm but we'll keep an eye on the demand and will let you know if we've any updates.
 

Brittany H (Community Manager)