Add an 'Attachments' and 'Manual Entry' icon to future-dated transaction reminders (edited)

Dick_Davis

In the Reminders, when the reminder has been entered as a transaction or transaction with attachment is to have an icon that denotes that this was a manual entry. Suggestion is to have M for manual entry and the paperclip for an attachment. This would serve as a workaround for working with future transactions in Simplifi. See the attached image.

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Coach Natalie

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

I have moved this out of Feature Requests for now so we can gain a clearer understanding of what you're looking for. You would also want to outline and request just one enhancement per Idea post in accordance with our guidelines here.

With that, are you referring to Recurring Reminders or future-dated transactions? If the former, once a transaction is linked to the Recurring Reminder, the Reminder would no longer be there; instead, you would see the linked transaction in the register. If the latter, although you can add Attachments to future-dated transactions, I'm not sure where the "M" would come in for "manual", as all future-dated transactions would be manual. Unless you are changing the date of a downloaded transaction to be in the future?

Let us know!

Dick_Davis

@Coach Natalie , I am entering my future transactions for next month and attach the statements or other documents. For example, the credit card payment is due on September 4th. I enter the transaction for September 4th and attach the statement. This is a manually entered transaction that will now become reminder – correct? This would denote the transaction is a manually entered transaction until the payment is downloaded from the bank. Then it would be a downloaded transaction. I hope that is clearer.

Coach Natalie

@Dick_Davis, thanks for clarifying!

Now that we have a better understanding of what you're referring to, I think it's ok to ask for both icons in a single request. With that, I have turned this back into an Idea post and edited the title accordingly.

I hope this helps!

Dick_Davis

@Coach Natalie, thank you for the action and glad that I was able to provide he clarification.