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Templates for Transactions

ejobity

This feature will help those that do manual editing quickly add a transaction that occurs sometimes. This is different than recurring transactions in that it can be used at any time to quickly add and populate a transaction in the transaction window. The user will select from a drop down a list of already created transactions created in a template and select a transaction. Once selected it will populate all the fields in the transactions window. This will allow quick and fast manual adding of new transactions.

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Feature Request

Transactions

Status: Active

Comments

DannyB

I'll support this idea. It sounds like this is a Simplifi-ing idea.

SRC54

Sounds good to me too though I really want the ability to enter a recurring transaction as well. Both are needed for the many (and increasing) manual accounts.

Jenny T

I like the concept here. You’re basically wanting to duplicate a prior transaction. The word template here seems a little unintuitive, but I’m on board for copying transactions! My prior, very basic, solution before Simplifi had the option to copy/duplicate or “copy to today”. I used both options all the time to save entry time. I could copy to today, change the amount, and be done in most cases. I miss those shortcuts!

DryHeat

@Jenny T

I like your suggestion better than templates. My old program also allowed me to duplicate a past transaction. Doing so would pop up an editing form with the blanks filled in — ready for me to modify.

Of the two methods you mentioned, I would prefer the "Copy to Today" system. That way the transaction doesn't get accidently buried back next to the old one in the list. It seems that every time I used the "copy" function, I needed to change the date to the current day or one in the very recent past.