Best Of
Re: Cannot Link Transaction to a Recurring Series
@housetr This has happened to me. If it doesn't show up in the reminder screen, I'll go to the transaction itself and select the "Mark as Recurring." and select the recurring series it should be a part of. that usually solves it for me.
Re: Spending Plan Redesign: Share your feedback here!
A few more thoughts on the layout:
I wonder if the Bills section shouldn't be named something like Payments, which would be broken down into bills, subscriptions and transfers (many of which are credit card payments). It would be more logical, I think. Also allow users the option to view those 3 sections in a list segregated as Bills, Subscriptions and Transfers.
Planned Spending ought to explicitly say (excluding payments) so that new users see immediately that it won't include those.
Other Spending ought to be Unplanned Spending. But most of us just mark those as one-time bills, which is what they often are.
SRC54
Re: Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments
Hello @EL1234,
Screenshots showing the same behavior would be the best, so that we can compare and establish that this is occurring on a monthly basis.
-Coach Jon
Re: Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments
Hello @EL1234,
Thanks for following up! I would definitely clean it up this time and make sure to keep an eye on things going forward in case this happens again. If it does happen again, please provide screenshots so we can establish how this issue is continually occurring over time.
-Coach Jon
Re: Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments
This happened to me just recently. When my target credit card's payment was due, I got a pending transaction with the wrong amount. Not sure where that amount came from. The Account is my checking account and the Category is Target Credit Card. Around the same time, I got a transaction on my checking account for the correct amount of the payment. The Account is my checking account and the category is ALSO my checking account! It's not supposed to let you create that but I didn't create it.
Then a few days later, my target credit card's transactions downloaded for the whole month of July. (This is how it's been working for the last few months, it's a known issue). I then got a transaction for the correct amount, the Account is my Target credit card and the Category is "Credit Card Payment".
This third transaction doesn't show that it's a linked transfer. The other two do, but when you click "go to the other side" nothing happens.
The first transaction, the one with the wrong amount, is still pending and the other 2 are cleared.
I'm sure I can delete/clean it up like I did last month, but I'm saving them for now in case you want any screenshots. I'm pretty sure this happens monthly but can't promise.
Here's one screenshot, let me know if you want more.
Hoping you can fix this!
EL1234
Re: Savings Goal - Add New Types
This is another of many user requests regarding Savings Goals and the communities desire to see expanded functionality for this core feature.
DannyB
Re: Finding Missing Linked Transactions (Web App)
Coach Jon, thank you for the concurrence message.
Re: Finding Missing Linked Transactions (Web App)
Hello @Dick_Davis,
Thanks for reaching out. For the most part, this will indeed be a manual process, as searching for specific transactions you are looking for is only known to you. However, if you know the two months that there were missing linked transactions, I would personally try combing through the account registers individually for that time frame.
-Coach Jon
Re: PayPal - Missing Credit Account (edited)
Re: "Type/Action" field is missing when viewing Investment transactions in Reports on Mobile (edited)
Thanks for the information. I was able to reproduce this from my side and did get this reported to our product team. I will be sure to follow up here with any status updates!
-Coach Jon
SIMPL-28554