Bills & Income: Show an "Attachments" icon for items with an attachment (edited)

Dick_Davis
Dick_Davis Member ✭✭✭✭
edited June 19 in Feature Requests

On the Bills & Income would like to see the icon for files attached and the icon for linked transactions (chain link). This would answer the question if there were files attached and the transaction is linked.

Dick Davis

Wanting to Migrate from Quicken Classic Premier to Simplifi

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Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

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

    I went ahead and moved this out of Feature Requests for now so we can get a better understanding of what you're looking for. To clarify, the Bills & Income section of Quicken Simplifi is designed to show upcoming items, such as Recurring Reminders and future-dated transactions. Since Recurring Series, which is where Recurring Reminders come from, don't include attachments, are you specifically requesting that the future-dated transactions that show in Bills & Income have an attachment icon when there is an attachment?

    As for showing the linked icon, again, this section is for upcoming items. Once a transaction is linked to a Recurring Reminder, the item is no longer considered "upcoming", as it has been posted.

    Please let us know so we can best assist!

    -Coach Natalie

  • Dick_Davis
    Dick_Davis Member ✭✭✭✭

    @CoachNatalie

    With your explanation, I can now see clearer with the link icon as there will be no linked transaction until the transaction has been received. However, if there is an attached file, then I do request that the paper clip icon be shown.

    Dick Davis

    Wanting to Migrate from Quicken Classic Premier to Simplifi

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Dick_Davis, thanks for confirming!

    I have edited your request accordingly and turned this back into an Idea post. 🙂

    -Coach Natalie

  • Dick_Davis
    Dick_Davis Member ✭✭✭✭

    @CoachNatalie

    Thank you.

    Dick Davis

    Wanting to Migrate from Quicken Classic Premier to Simplifi