Allow same transaction spanning multiple accounts to be linked

Davidd

There is often transactions that span multiple accounts (especially seen in Venmo/Paypal) where you can see the credit card account handle the transaction and the Venmo account handle the transaction. These are not recurring charges, so there is no way to link them to each other. I would like a way to either manually link any transaction to another or it automatically do it based on the amount and/or a rule.

Coach Natalie

@Davidd, thanks for posting your suggestion to the Community!

I went ahead and moved this out of Feature Requests so we can gain a clearer understanding of what you're looking for in Quicken Simplifi, as well as take advantage of some education opportunities. With that, are you referring to transfers where money is coming out of one account and going into another? If so, you can use Linked Transfers to link the two together in Quicken Simplifi: https://support.simplifi.quicken.com/en/articles/3352152-how-do-transfers-work#managing-transfers

We also have a request for the ability to create Transaction Rules based on amounts and accounts, which is something our product team is in the process of adding:

https://community.simplifimoney.com/discussion/1340/ability-to-create-transaction-rules-for-amounts-and-accounts-edited-7-merged-vote

Here's our support article on how our current Transaction Rules work, which will allow you to make automatic changes to the Payee and Category of downloaded transactions: https://support.simplifi.quicken.com/en/articles/4792733-how-to-use-transaction-rules

I hope this helps!