Settings and activity
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12 votes
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54 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. 🙂
Janjirah Scott supported this idea ·
Also adding to the thread that I agree with the request to have the ability to remove the additional columns with '[FX]' as not useful for us and as it changes month to month, it creates more work for us to delete them to paste our reports in the data ranges we have already set up with various formulas/lookups.