Option to manually match/merge two transactions [edited]

asubbaiyanprof
asubbaiyanprof Member ✭✭✭✭
edited December 2021 in Feature Requests
It is occurring with Upcoming Transactions; for example, my early HOA dues happens once a year and payable by check,
the system dupes for 1) upcoming schedule transaction (recurring) 2) and check clears from the bank's download.

It would be ideal to merge these two transactions
4
4 votes

Completed · Last Updated

This option is now available in Simplifi!

Comments

  • aldas
    aldas Unconfirmed, Member
    You can merge a pending transaction with an existing from the website, but cannot do this from the mobile app.
    I would like to request that the same capability be made available on the mobile app.
    From a web browser, I check the box next to the two two transaction and click on the merge button (two arrows pointing towards each other).
    Also it sucks that I can't do this across accounts. Sometimes I plan on doing a transaction in one checking account but then my wife or I do it from a different account. Then I have to recreate that transaction because I can't merge across accounts.


  • asubbaiyanprof
    asubbaiyanprof Member ✭✭✭✭
    @aldas Thanks, I see the link to merge manually with download transaction
This discussion has been closed.