I’m coming from ynab. Is there a way when I am entering transactions on my iPhone to make my checking account the default account and then if I need to switch to another account to say pay bills from, I can switch? I only ever so rarely use another account to pay bills from and would like it to just “remember” (it may do that now) the last account I used for a transaction. Thanks in advance
Welcome! I’ve found that after I’ve entered a transaction once, the next time I choose that payee the account and envelope both default to the last ones used.
If it’s a recurring payment from the “other” account, I’d recommend setting up recurring transactions. That way you’ll have those fields auto-populated in advance.
Hope that helps!
Thank you.