Need Copy & Paste or Ability to Duplicate Transactions with Multiple Split Categories (edited)

harinath

transactions such as paycheck have multiple split Categories, in my case i have around 15 categories in one single transaction. It is tedious to manually split the transaction for every new paycheck. Please add Transaction Copy & Paste feature (similar to Quicken)

Coach Natalie

Hello @harinath,

Thanks for posting, this is a great idea!

I went ahead and turned this into an Idea post requesting the ability to copy & paste or duplicate transactions in Simplifi so that other Users can add their votes and our Product Team can review it. Please be sure to also add your vote!

-Coach Natalie

newpoFran

1. I'd like to be able to duplicate a transaction and then change the date.
2. I'd like to create transaction templates.
3. I want to schedule transactions that don't occur at regular intervals.

Thanks!

dl30

Adding that I would like to see transaction Copy & Paste functionality. Thank you!

LWrathBudget

Voting for this as well. This would be a helpful workaround since we can't split in the recurring transactions (yet).

DannyB

What would work great here is a special feature like what cousin Quicken has in which you can set up a paycheck once then set it as a recurring deposit.  Simplifi already picks up the recurring paycheck deposits, just need to add the ability to set up a full paycheck for those who want/need to track all deductions.  But this would also need to lead to being able to record transfers to investment accounts for those making contributions to 401(k), etc.

MikeSaki

Agreed.  A copy/paste type function or the ability to duplicate/clone a transaction to be modified would be nice.  

bobluck

This has got to be a high priority.

Henryir

Yes this feature should be considered in the roadmap.

SeattleGuy

Another vote for this type of clone transaction feature. My use case is that one of my banks does not support OAuth. For security reasons I will not share my username/password for that bank. This means I have to manually enter all transactions for that bank into Simplifi. They tend to be similar transactions, so I need the ability to clone a previous transaction and then change the date and amount and perhaps other fields as needed.

Tina5757

This would save a lot of users a lot of time. Would really add value to the product. I need it for the manual entries to my cash and a few other manual accounts.

tar heel_95

Agree, this should really be a priority and would be time saving for many users.

LoriW

Agree this copy and paste functionality in Simplifi is really needed. Want to copy then change date! Would save me lots of time!

Any timeline when this function might be available?

EL1234

I would use this for manual cash transactions, and occasionally for checks.

Cmgonzo

Agree, this is essential. I have monthly bills with the same splits every month and hate to retype them every single time. Quicken used to do this!

jimburatti

YES need the ability to COPY any transaction and make a duplicate.. so many uses for this. I NEED this feature.

riverbouy

YES, need this ability for sure

Leousnl

Yes please! Within the same account or copy to another account in Simplify

smitp111

When in accounts, after selecting (checkbox) a transaction, add the option/button to duplicate it, resulting in 2 transaction the same, with the edit window opened on the 2nd transaction to allow updates to any fields as required.

BeafromPA

This has my vote. Why hasn't this happened yet?

SRC54

Upvoted this. I like the Duplicate Transaction in Quicken Classic. But I have to point out that if Recurring Transactions allowed Splits, you could simply do this once and then it would be automatic except for any changes you need from the last paycheck. Quicken Classic has both of these features.

LatAmSojourner

This is an obvious need and should’ve been incorporated from the getgo