When we designed the new experience, one way we tried to bring efficiency to your workflow was to bring all the critical data fields and actions into the row for each transaction enabling you to post transactions without having to click into it and open up all the details.
When we moved these fields and actions into the transaction row, we removed them from the detailed view so you only had one place to go. But we heard your feedback that you want to
see all those options when you click into a transaction
and don't have to move your mouse back and forth between the top row and the details.We know how important
Categorization History
is to make consistent categorization decisions, so we brought that right under our AI suggestions. You should also notice that when a payee (From/To field) is populated, our AI will use the Categorization History to make a better recommendation.