Debit & Credit 5.3.4: Improved Reports and Scheduled Transactions

This is a small release but it has three new features that were added based on customer feedback.

Reports Can Be Filtered by Accounts

Almost all reports can now be filtered by one or more accounts.

All you need to do is to open report settings and click on “All Accounts” to select what accounts you want to use for your report:

Filtering reports by accounts in Debit & Credit

As a reminder, you can always filter any report by transaction tags.

Selecting a Different Account When Paying a Scheduled Transaction

Imagine that you have a scheduled bill payment recorded in the app and you want to pay it with a different account “just now”. It is not an uncommon scenario.

Now you can right click a scheduled transaction in the app, select “Pay With Custom Options…” and make a payment with a different account:

Paying a scheduled transaction with custom options in Debit & Credit

Transaction Notes on the First Page When Creating a New Transaction

This is a new feature for the iOS version of the app. If you frequently use transaction notes in the app, you might want to have them available straight away when creating a new transaction, without going to the extra options:

Creating a new transaction in Debit & Credit

To enable that feature, go to the app settings, select Advanced Settings and then “Transactions”:

Advanced settings in Debit & Credit

How To Submit Feedback

If you have a suggestion for the app, you can always get in touch with me by sending an email to support@debitandcreditapp.com!