Inline Transaction Categorisation & Notes Editing

Available from: v1.0.55

The Transaction Ledger now supports inline editing of both the HMRC Category and notes fields directly on each transaction row, without requiring bulk selection.

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Inline Category Select

How to Use

1. Navigate to Dashboard → Transactions.
2. Locate the transaction you want to recategorise.
3. Hover over or click the HMRC Category badge on the transaction row.
4. A category dropdown appears — select the correct HMRC category.
5. The change is applied immediately via an optimistic update; the badge updates in place without a page reload.

Behaviour

• The inline dropdown fires a single-item recategorise mutation scoped to that row only — no other transactions are affected.
• The UI reflects the new category optimistically (before the server confirms), then reconciles with the server response. If the mutation fails, the original category is restored.
• This is a per-row operation and is fully independent of the bulk-recategorise workflow.

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Inline Notes Editing

How to Use

1. On any transaction row, locate the notes edit trigger (displayed inline on the row).
2. Click the trigger to open an inline text input.
3. Enter or update your annotation and confirm.
4. The note is saved to that transaction immediately.

Use Cases

• Annotating a transaction with a supplier name, job reference, or property address.
• Flagging a transaction for review with a short comment.
• Recording context that isn't captured in the bank description.

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Comparison: Inline vs. Bulk Recategorise

Scenario	Recommended Approach
Recategorising a single transaction	Inline category select (1 click)
Recategorising many transactions with the same category	Bulk select → Bulk recategorise
Adding a note to a single transaction	Inline notes edit trigger

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Notes

• Both inline edit interactions are available on every row in the Transaction Ledger.
• Inline edits do not interfere with any active bulk-selection state.
• If a transaction is already categorised, the inline dropdown pre-selects the current HMRC category.