Mobile App: Quick Add Transaction (edited)

RunTimmy

I wish there was a easier/quicker way to manually add transaction when launching the app on iOS. currently its buried a under the all transaction screen, but would be helpful and quicker to access from the main/dashboard screen also.
Perhaps an "+Add" button at the top of the dashboard? or included as an option on the customize dashboard?
Even a Quick Action from the app icon on the iPhone Home Screen?

Coach Natalie

Hello All, 

This Idea seems to have fallen stagnant, and due to the age of the request and lack of user votes/comments, will be archived within the next 10 business days.

If you would like to see this Idea kept alive and considered for possible future implementation in Simplifi, please be sure to add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here. 

Thank you,

Simplifi Community Support Team

ejs

I'm a Mint refugee and one Mint feature I miss is the easy ability to manually enter cash transactions on the go through the app. Every time I made a purchase in cash, I would whip out my phone, tap the plus button in the Mint app, and enter the details of the transaction.

In Simplifi, in order to enter a cash transaction, I have to open the app, navigate to the Transactions or Accounts page, then select the account I'm using to track cash transactions in order to manually input the cash transaction. There should be a button on the main page of the Simplifi app for manually adding transactions, and an option to set a default account for placement of those transactions (I would select my cash-tracking account).

UrsulaA

I usually go to the transactions page and use the plus sign on the top right to add a transaction. I do need to select an account from the dropdown in the transaction box.

Also, I was not able to enter cash transactions to a manual cash account from Mint, I had to do that on the web Mint app.

It is good that you posted this idea here.

UrsulaA

It will be preferrable to have the add transaction button plus sign also on the dashboard in the mobile app.