Is there a way to manually enter a transaction that is listed as a reminder? (edited)
Is there a way to manually enter a transaction that is listed as a reminder? For example, I have a few transaction that have posted earlier than expected and I want to enter them via the Reminder note. BTW, these transactions are all manually entered as my financial institution doesn't allow online account syncing. 😣 Thanks in advance.
Best Answers
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@rskolin No, if I understand what you want to do. There is no way right now to make a reminder into a transaction. Since these don't download, Simplifi won't find them. So you normally enter the transaction yourself and link it while creating the transaction.
If you've already entered these transactions into your manual account registry, you can click on the reminder and link it to a transaction. Just click on the horizontal dots and link it to the manual transactions you've already entered.
Does this help? If I misunderstood, let us know so someone can point you in the right direction.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 20093 -
That answered it! Thank you so much for your quick response.
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Is there a compelling reason to stick with your current financial institution? There are so many that will sink with QS, just wondering if it would be worth switching?
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer2 -
I’ve thought about it a lot, but I’ve been with them for 40 years. The positives outweigh the negatives. Thanks for the suggestion though.
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I've got the same use case for recurring Cash transactions, so it's not just a question of using an account that syncs.
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Indeed and agree, but that was not the reason for the question/suggestion.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer0 -
Right, we have a whole discussion about that here:
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