View original date in transaction details
T
Thomas
When editing a transaction that came from an institution import, it would be very helpful to see the original date on the transaction (perhaps only visible if the user has changed the date manually)
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Jen
open
Re-opened for consideration due to user request!
Jen
complete
[We are cleaning up our feedback board, so you may see a rise in activity on old feature requests.]
Transaction change history now allows you to see the original date, and other original fields that have been modified!
Thanks for sharing your feedback by voting on this.
D
Dave
Jen It would be really great if the original transaction date could be displayed directly on the transaction details vs having to go into the history, similar to how the original merchant name is displayed if it's been overridden (see screenshot). (1) It's not obvious when the date on a transaction has been modified, so while it's good that the information is in the history from an auditability standpoint, there is no indicator that I should even consider looking at the history. (2) It's fewer clicks to get to the same information if I already know that the date has been changed.
For context, my use cases for changing dates:
(1) Backdating transactions for refunds/reimbursements to match the purchase date (so that the refund effectively cancels out the purchase amount such that my monthly spend excludes the original purchase if I've returned an item).
(2) Switching the post date to the actual purchase date so that my monthly spend is accurate based on date of purchase, especially for purchases made close to the end of a month that might post in the following month.
