Settings and activity
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58 votes
Adele Niemand
    
 supported this idea
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60 votes
Hi everyone, appreciate the interest in the idea here.
We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here.
We'd recommend having a try in the demo co. if this is a new tools for you. 🙂
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Adele Niemand
    
 supported this idea
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Being able to amend tracking categories will assist greatly with reporting in our SME.