Ability to flag transactions for further review

Without an online transaction FLAG I have to keep offline manual record of entries needing further review. The workaround is to leave property or category BLANK, but that causes entries to be mis-categorized in any reports.


@michael You’re right that there’s currently no way to manually flag or move a transaction to the “Needs Review” bucket. This designation is only applied automatically when either the property or category has not been assigned.

When you say “further review,” what exactly are you doing with these transactions in the future? Are you adding notes or re-categorizing, or something else perhaps?

Adding my vote to this one, was just about to post a new wishlist request for this.

@devin The reasons for review obviously vary, but as an example: I see a large amount deposited as a single transfer from my PM, and then I can “flag” that transaction to review later after all of the individual incomes and expenses are published in the monthly statement. One other example is that I see the debt service come out as a single payment, and then I manually split it into principal/interest/insurance/proptax; if I can’t do that split right away, would be nice to leave it flagged as a reminder to go back and do that later. Or really, for any reason, I just want to be reminded of a specific charge at a later time.

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Agreed. Would be nice to flag something for review later. Or, if you could delete a category or Uncatagorize then at least you could see that it needs attention

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Agreed. Since a lot of transactions come in without a property attached, I leave them un-categorized or not applied to a portfolio/property as a way of pseudo-flagging them. However, I can’t un-categorize or un-apply them to a portfolio/property, which would be nice. The more direct option would be to simply have a way of manually flagging transactions for later review.

I would use this function frequently!

@devin Chiming in on this one. I am fairly new to Stessa but immediately have a need for this. It would be nice to have a flag feature that could mark transactions…for me it could be as simple as having to flags: reviewed/reconciled/cleared, review or need more info (like needs a receipt).

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This is my biggest complaint that needs fixed. Somethings are auto categorized which I like but somethimes they are wrong and I would like a check box to state that I have reviewed and everything is correct.

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Absolutely! This should be a super simple feature to implement and an easy win for Stessa on the wishlist. Without the ability to mark a transaction as “reviewed,” I find myself constantly going back and reviewing the same transactions over and over again. I’ve created a system for myself where I put “#R” in the description to make it a little easier to scan the list of transactions and see which ones don’t have this “#R” designation and thus must be reviewed, but there’s no way to filter by this. We need a way where we can come into the system and filter by everything that hasn’t been reviewed, so we can easily work through them without the noise of all the other transactions.