Add a warning when deleting accounts that users will lose their historical transactions (edited)
Membername
Member
It would be great to warn people when they are about to delete accounts in Simplifi that we most likely will only be able to get 90 days of transactions back when we reload the account. You could also point out in this warning that the way to do this is to make the account manual and then re-link to the manual account.
when deleting an account, there should be a warning such as:
“Deleting this account will delete all transactions (along with notes and tags) from this account. Please be aware that you will likely NOT be able to recover historical transactions when the account is re-linked. If you are deleting an account which you may want to re-link at a later date, make the account manual first to preserve your transaction history.”
Tagged:
2