How Can I Force-Itemize Transactions Below the Itemization Threshold?
The Bulk Update tool allows you to itemize transactions regardless of their amount.
- Click the Reports menu and then click Financial.
- Select the Transactions report from the Report drop-down menu.
- Now, you need to set up a report to isolate the transactions you’re trying to itemize. For example, if you want to itemize five Expenses from April that are $100 each, you’d input Expense as the Transaction Type and $0-$100 for the Amount Range field.
- Once you’ve set up a report to isolate the transactions, hit Generate. Scroll down to the results and verify that the correct transactions have been isolated.
- If everything looks good, hit Actions and then Bulk Update.
- Hit Update again and then hit Update Force Itemize.