Zerosum
Zerosum
Apr 25

Clearing a Transaction

I was trying to clear some transactions on mobile this morning. This reminded me that the process is a bit cumbersome. I need to click on the transaction, select edit and then down the transaction fields to the clear switch. By contrast, other edits can be made from the various shortcuts (move, categorise, tag etc).All my CC transactions start out as uncleared so my suggestion would be:1) Make uncleared the default for a new transaction 2) Provide some form of quick clear facility during the reconciliation process.Thanks for considering. PS to clarify- this issue is only on mobile
CompletedCompleted

Completed
changed status toCompleted·Apr 26, 2026
Apr 26, 2026

This is now done :) You can also go into settings to choose if you want to default to Cleared/Uncleared when adding a transaction. There is a Cleared/Uncleared button on the transaction actions panel on mobile, and the multi select transaction toolbar was redesigned as well.

Apr 26, 2026

Fantastic redesign. Thank you so much! As a control freak I am defaulting to uncleared …

Planned
changed status toPlanned·Apr 25, 2026
Reviewing
changed status toUnder Review·Apr 25, 2026
Apr 25, 2026

I’ve just been made aware of the long press function on mobile. How did I miss that! Long hold on the transaction and edit options appear at the bottom, including clear (a bit small for my old eyes but they are there nonetheless). PS I’m working on an iPhone 15 Pro Max