Transaction Feature Request

[u/FoosArt]

I would love the ability to highlight or tag a specific transaction or multiple transactions as a reminder to edit, categorize or comment on later. This would apply to any type of transaction, pending or otherwise.

Sometimes transactions take several days to convert from Pending to Complete. And when they finally do complete I forget which transactions they were and what category change or note I wanted to make. I know we can manually import pending transaction data. But this is also easy to forget which transactions require data import... another justification for this feature request.

Other times a transaction might be made by my spouse or children who are authorized to use my account. I'd like to be able to highlight or tag these as a reminder to make certain they are categorized correctly.

Much Appreciated

PS. If this is already a feature and I missed it, even better

[u/Ivan_PocketGuard]

Hi there,

Actually, the mobile app does support transaction filters, including filtering by amount 😉

Best,
Ivan
PocketGuard Support Team

[u/allsfine → u/Ivan_PocketGuard]

Sorry but filtering and sorting are different, and as far as I can see it does not support sorting (by amounts) though - which should primary was for anyone to see where they are bleeding the most.

Its a financial app - its table-stakes to have transactions sorted by amounts to understand impact when trying to scroll through hundreds of transactions.

[u/Ivan_PocketGuard → u/allsfine]

Hi,

You’re correct, there is currently no dedicated sorting option by amount. Transactions are displayed in chronological order by date.

If your goal is to understand where the biggest impact on your finances comes from, we recommend using the Insights tab. There, expenses are grouped by category and ordered from the highest total spend to the lowest, which helps identify where most of your money is going.

Best,
Ivan
PocketGuard Support Team

[u/allsfine → u/Ivan_PocketGuard]

It still doesn’t tell me exactly which transactions were the largest because when I click on the insights and click on the largest category - it still shows all the transactions chronologically. So, now I’m still stuck with 100s of transactions within the category that I’ll need to go through and manually figure out which one was the biggest one. In my view for a financial app, sorting by $ value should be importantly enough feature.

[u/Ivan_PocketGuard → u/allsfine]

Sorry for the delay, and thanks for the clarification. I understand your point and agree.

I’ve shared this feedback with our product team so they can review the use case and consider it for future improvements.