New Transaction Grouping for Expenses

Reconciling receipts against your actual bank transactions can be a tedious manual process. We’ve introduced a new Transaction Grouping filter to the Expense Tracker to help you verify totals instantly and stay organized.

💳 Simplify Your Reconciliation

The new Transaction Grouping bundles individual expense items under a single Transaction header. This allows you to:

• ‍Match Totals Instantly: Compare the "Total w/ Tax" for a group of expenses directly against your bank statement or receipt total.
• ‍Reduce Clutter: Toggle between a bird's-eye view of transactions and a granular view of detailed expenses.
• ‍Audit Faster: Quickly verify that a multi-item transaction from a Vendor matches your actual out-of-pocket spend. Easily search

🔍 Search Transactions by Amount

To further speed up your workflow, we've optimized the Search feature. If you see a specific charge on your bank statement, you can now simply type that Transaction Amount into the search bar to instantly pull up the matching record in FlipperForce. No more scrolling through endless lists to find that one specific transaction.

🛠️ Custom Grouping Options

While Transaction grouping is the primary use case, we’ve added several other "Group By" filters to give you total control over your data. You can now group your expenses by:

• ‍Month: See your spending trends over the life of the project.
• ‍Invoice #: Quickly pull up all costs associated with a specific billing reference.
• ‍Account: Reconcile spending across different credit cards or bank accounts.
• ‍Company: Track exactly how much you are paying specific contractors or vendors.
• ‍Category & Class: Analyze where your money is going (e.g., Demolition vs. Plumbing).

The Bottom Line

These updates are designed to turn a tedious bookkeeping chore into a quick, effortless task. By grouping your expenses and making them searchable by dollar amount, we’re helping you ensure your project accounting is 100% accurate and audit-ready.