Ability to create a transaction from a Reminder (edited)

Traditional Saver

When the reminder is entered will if update the balance on the account?

Can this also be done using the app?

Thanks.

EL1234

Okay I just tried it with a future-dated reminder and I'm not sure if it worked… I don't see the transaction in the transactions list (which makes sense because it's in the future) but I also don't see it (or the reminder) in the reminders carousel anymore.

Could this be another occurrence of the "future dated transaction disappearing" bug? Or is there another problem?

(I'll know tomorrow since that's when the reminder was dated :) ).

Also, one piece of feedback: I think we'd all like it if we could see the transaction that it will create, in case we want to change anything before actually creating it.

Thank you!

EL1234

This is so interesting, in the Bills section of the spending plan I do see the missing transaction! Just not in the Reminders section above the transactions list.

Coach Natalie

@EL1234, I have inquired on what the expected behavior is for future-dated reminders. 🙂

EL1234

Thanks @Coach Natalie

I can see the value in the ability to modify the date and possibly the amount before creating the new transaction. Perhaps you can inquire about that? Basically it would need to open the new transaction window with all the info prefilled, and then allow us to just click Create, or to edit things first.

Thank you!

DryHeat

@EL1234

Could this be another occurrence of the "future dated transaction disappearing" bug?

I don't have a transaction to try this with, but "disappearing" is not the behavior I would expect when I mark a reminder as paid. Instead, I would expect it to show up in the Transaction Activity list with today's date.

But that's because I would only mark a reminder as "paid" if I had actually paid it — either today or earlier.

Maybe others intend to use this to signify something else (like "I have scheduled a payment")? If so, how do you think that should work?

EL1234

It might be intended to work for both. But I'd want to be able to change the date before creating the transaction, so I can choose which it represents.

Especially if the future dated version doesn't show up in cash flow projections!

EL1234

"Scheduling a payment" could also theoretically mean "I mailed a check today" in which case it wouldn't show up in the bank until at least tomorrow. So that wouldn't need to have today's date. But again, let us choose!

DryHeat

@EL1234

I can see why the date would be important. But I'm most concerned about the transaction disappearing. I'm not sure how much good it would do me to mark a transaction paid if I can't see it after that.

I understand you to be saying that it does show up in Spending Plan | Bills. In that listing, is it marked as Paid?

EL1234

I agree!

In the Spending Plan > Bills section, it does not show as Paid. It shows as Upcoming. However I can differentiate it from other Upcoming bills because when I click on it, it opens the "Transaction Detail" window instead of the "Edit Reminder" window.

(I'm not saying that this is good - it's not! But this is the way I know that the transaction was indeed created.)

Kseniya

Thank you so much! This makes a huge difference and helps a ton.