When categorising transactions, finding the right option should take as little effort as possible. A small change to CLARIFYProperty’s Category dropdown helps with that: transfer categories are now grouped together.

Categorising a transaction as a transfer means the money is simply moving between two bank accounts. It is neither income nor an expense, so it does not change the portfolio’s overall financial position.

Easier to Find

If you are categorising a transfer, you can now look through the related options together in one part of the dropdown. That makes it easier to find the category you need and compare the available choices.

It is a simple change, but a useful one when you are working through a list of transactions. Each selection asks a little less of you when the dropdown keeps related options together.

A Small Improvement to Everyday Work

This update is about how the choices are presented. Grouping transfers gives the dropdown a clearer structure and makes a familiar task a little smoother.

Not every improvement needs to introduce a new feature. Sometimes it is enough to make an existing one easier to use.