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Feature Requests

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csv upload
Just upload a CSV exported from my bank with all transactions and automatically categories them in typical categories and sub-categories.
1
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under review

Receipt PDF Label detail
I would like to export the Receipt PDFs labeled with Receipt Amount, Receipt Date and Vendor Name in the file name. Currently receiving Date and Vendor Name only. Also receiving quite a few "Unnamed" receipts with Date only in the file name. The uploaded Receipt PDFs are being converted to .jpg format rather than retaining the original format.
2
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under review

Custom Rules for Categorization
1
·

under review

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