Add a "Create and New" button in the Create Transaction window (edited)

akogan

I often have to enter multiple transactions in one go and it's frustrating to have to leave the Create Transaction window after one transaction has been created, and then reopen it again to enter the next transaction. I would like a "Create and New" button in the Create Transaction window so that the window stays open after creating a transaction and I can immediately start entering the next one.

Also, when I'm entering multiple transactions, they usually share the same date and status. When I click "Create and New", I want the window to retain the Cleared, Status, and Date fields so that I don't have to repeatedly update those fields after each transaction has been created.

Coach Natalie

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

For the ability to copy/paste or duplicate transactions, please see our existing request here:

https://community.simplifimoney.com/discussion/2711/need-copy-paste-or-ability-to-duplicate-transactions-with-multiple-split-categories-edited

-Coach Natalie

ejobity

Add a create and add new button to the new transaction window as to speed up manual adding of many transactions. This way the person can stay in the transaction window and continue to manual add new transactions.

RipTWD

I typically create multiple new transactions at a time, and it annoys me that after each transaction, Simplifi returns me to the transaction list.

I would like to see something like a checkbox on the Create Transaction screen which keeps you on the Create Transaction screen so you can quickly enter multiple transactions without having to return the transaction list each time.

Something like this…

DryHeat

Good idea. I've implemented this same feature in line-of-business apps in a slightly different way.

Usually, I had two buttons. One creates the transaction and returns to the list, the other creates the transaction and shows a new, empty creation form ready to add the next transaction. So it's one click each time.