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Reports and Tags in a Dropdown menu
I have problems adding my Bank of America mortgage. When I searched the bank it came up with 20 results but didn't show any selections. A Few things I want to suggest..Why not have all the tags in a dropdown menu so they can be accessed quickly for all accounts. The other thing I would like this application to do is allow us to generate reports. For instance if have added 2 checking accounts that I have from different banks and I want to check how much was spent on Food, It would be nice to select either or both accounts.
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The company has this in progress.
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Inappropriate?Great suggestions... We are working on the ability for you to ren reports/view transactions across all accounts, and will definitely consider the tag drop down- need to figure best way to allow users to not only choose, but add new... we are still working on improving our tag management system.
Also, we are putting together a small group of users to help prioritize/spec our next feature set. If interested drop a line to sward@geezeo.com. Happy to share our plans with you.
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This is one of the best points
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sure I'd be interested in providing feedback about your next feature set. -
by the way you may want to specify in the email response alert which geezeo account the message is to be found. I thought I had a message on my regular geezeo account but I found it in my beta.geezeo account.
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Inappropriate?oops.. never responded to your bank of america mortgage issue - can you tell me what URL you access that from (bankofamerica.com, or other)? that will help us research... thanks1 Comment Add a comment
This is one of the best points
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I normally access my accounts from bankofamerica.com
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