Turn off the Accounting/Transactions - POPUP to review x number of transactions like this one

CliftonClifton Member Posts: 19 ✭✭

I am not referring to the auto-category assignment. I am referring to the pop-up that is shown in Accounting / Transactions, that wants you to review other transactions. I do not wish to review and categorize x other transactions. I do not want to see the following pop up that asks if I want to review 29 other transactions like this one.

  1. Every and I will specific, all 29 other transactions have a category assigned and are marked reviewed.
  2. I do not want to review a transaction already marked reviewed. I do not want to be reminded by this popup to review them again.
  3. I do not want to assign a category to transactions that already have a category assigned. I do not want to be reminded by this popup to review them again.
  4. I do not want to see this popup at all. It is annoying. It is in the way. I spend two clicks to close something that should not be opened.

Please turn this off, or provide a configuration setting to allow me to turn this off.


  • sbright527sbright527 Member Posts: 5

    Or please at least put the pop up in a location on the screen that isn't so intrusive.

  • ZoeCZoeC Administrator Posts: 388 admin

    Hey @sbright527, thanks for reaching out and thanks for your input here. I will be passing this feedback along to our Product Team to see if there is anything we can do about making this message less intrusive. I will be sure to update this thread with any feedback! :smile:

  • keepbkkeepbk Member Posts: 17

    Yes please!

  • AmandaKAmandaK Administrator Posts: 73 admin

    @keepbk appreciate the additional feedback! We're committed to constantly improving our product and giving our customers the best in-app experience so feedback like this is always helpful for us.

  • SiblingArtsSiblingArts Member Posts: 1

    Dear team,

    I use Waveapps for multiple small charitable organisations and my own freelance work, on the whole I have been happy and stayed on even after the loss of auto-importing transaction from the bank in the UK, because of the functionality of the platform.

    However, I am grateful this has been raised. It is actually a bigger issue than has been acknowledged. I’m afraid to say that if it is not resolved soon it will be a dealbreaker for me and I will have to switch platforms. Categorising transactions is one of the primary features of WaveApps, and this unnecessary, unhelpful intrusion stops my workflow completely.

    I am surprised this did not come up in testing? Of course I admire the intention to develop an algorithm that auto-categorises, but so often when running complex projects, predictable categories are the exception not the rule.

    Please make this a priority, all we would need is a switch in settings or even in the top right or left of the screen switching ‘ask if I want to auto-categorise’ on or off.


  • CliftonClifton Member Posts: 19 ✭✭
    Well said.
  • EmmaPEmmaP Administrator Posts: 639 admin

    Hi A @SiblingArts! Thank you for sharing your feedback on this. As @Clifton mentioned, this is well said. The detail you have provided on how this is impacting your workflow, and the alternative methods you mentioned are much appreciated by the team here. I don't have any ETA on this at the moment, but I hope that it is something we can look into so you do not have to look elsewhere for alternatives. Thanks again.

  • meladamelada Member Posts: 1

    I would have to agree w/those who have commented above, this "feature" is annoying and very unhelpful when trying to just work through things as quickly as possible. I like the idea of making it optional. I am looking into other options, as mentioned by someone else, primarily due to this issue.

  • starr109starr109 Member Posts: 1

    I agree - it would be great to be able to permanently dismiss this popup, as it adds an extra click to every single transaction I categorize and becomes fairly annoying as I categorize each month.

  • RickcoutureRickcouture Member Posts: 4

    Its been over a year and that darn popup is driving me crazy!!! makes me really dislike wave. we enter so many txns, this pointless click and interruption in our workflow needs to stop!!!

  • BarsinBarsin Administrator Posts: 1,811 admin

    Hey there @Rickcouture

    Our team is actively looking to improve our auto-categorization feature. I understand the frustration behind this pop-up but at this time we don't have a way to turn off this feature right now. Thank you for your contribution to the community!

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