🏷️ Edit categories on any plan, and name where a CSV import came from

Edit categories on any plan, and name where a CSV import came from

Correcting a transaction's category is no longer a Premium-only feature, and the fix reaches your spreadsheet's Category column on your next sync (the Business Expense Tracker template files transactions by Schedule C category, which you still set on the sheet itself). Importing a CSV now lets you name where it came from, and that name shows up in your spreadsheet's Account column.

Category corrections

Edit a transaction's category on any plan. Fixing a miscategorized transaction used to require a Premium subscription. Now anyone can correct a category, and the change reaches your spreadsheet's Category column on your next sync. The Business Expense Tracker template files transactions by Schedule C category instead, which you still set on the sheet itself.

CSV imports

Name where an import came from. When you import a CSV, you can now give it a name, such as your bank or however you think of it, and that name shows up in your spreadsheet's Account column, the same way a connected bank account does.