Automatically enter recurring transactions in the register

Jeff Kozol

Simplifi does not automatically enter recurring transactions in the register when the accounts are NOT connected to the bank for download. Quicken does do it and it would be really nice to have.

1. I don’t like nor do I trust bank downloads. They aren’t accurate time wise and theres too much margin for error on duplicates etc. So i’d rather enter transactions in manually.
2. Quicken automatically puts the recurring transaction into the register at the appropriate time so I don’t even have to think about it. There is no reason why we shouldn’t be able to do this just because we aren’t linked to a bank directly.

Thanks.

Coach Jon

Hello @Jeff Kozol,

Thanks for reaching out! We do have an existing idea post you can vote for and follow that aligns with what you are requesting here:

https://community.simplifimoney.com/discussion/284/convert-reminders-to-a-transaction-on-the-day-they-occur-edited-1-merged-vote

I hope this helps!

-Coach Jon