Include both 'Posted Date' and 'Transaction Date' for transactions (edited)

mmmartian
mmmartian Member ✭✭✭
edited February 3 in Feature Requests

We need to see both the posted date and the transaction date for each transaction. I guarantee this data exists in every bank statement. It's exremely frustrating that Simplifi not only completely IGNORES one of the date columns on my bank data; it also CHOOSES FOR ME which date to list my transactions by. How is that helpful??!?

Adding one more column to the transaction data in order to distinguish between dates not only is an essential feature in any banking app, it ought to be a basic expectation in a paid product.

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  • rcollett
    rcollett Member

    Agreed. If this is not addressed, transactions that happen at the end of one month would appear at the start of the next month. I want to track when something was purchased, not when it posted. Thank you.

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    There was another idea just to use the transaction date, but this idea may actually be better. It may be complicated to manage for manual accounts, but for connected accounts this seems like it 'should' be easy.

    -Rob

    —
    Rob Wilkens - RobWilkens.com

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