Great filing tool
I use the NEAT Mobile App everyday to scan my receipts.
It would be useful for the App to match vendors to categories that we choose. For example “Whole Foods” matched to category: “Groceries”…. Etc.
Also, the addition of the field: “Payment Type” in the Mobile App would also be useful.Developer Response
Thanks so much for the feedback! Neat's Automated Insights plan which streams your bank transactions includes vendor matching to your chosen categories. We'll share your feedback about including this feature in the NeatBase plan and adding payment type to the Neat Mobile App with our developers. Enhancements to Neat often come as a result of customer feedback like yours.Customer suport was helpful
I scheduled a session with customer support and they answered several questions I had and walked me through operations I had questions on. I was happy with my experience.What happened to Cabinet folders view?
Went to use the app today and there’s no cabinet with folder view. Search is required to find any files now. Help!Developer Response
Hey! So sorry for the trouble! You seem to be experiencing a technical issue because our latest app version supports access to your file cabinet and folder structure. I recommend reinstalling the application to see if that resolves the issue. This help center article covers how you can access your file cabinet on the mobile app: https://support.neat.com/mobileapp/file-cabinet-in-the-neat-mobile-app#access If you are still having issues after reinstalling, then please open a case here for more help: https://support.neat.com/customerservice/contact-support-team