Explain mechanism - from statement to bank account scope.
Idea suggested by Roey Izhaki 7 years ago
So here is the user story:
- I import my credit card statements once a year.
- My bank produces a statement per month.
- So each year I import 12 of these statements.
- Each month has a 'card fee' transaction on it.
- I would like to be able to see and explain all these 'card fee' transactions in one place.
And the proposed solution:
- Allow users to see all the transactions that need explaining for a particular bank account (no statement restriction).
- Allow searching for a particular transaction.
- From here, the explain can be done either one transaction at a time, or using 'mass update'.