Add "Merge" to the text on Symbol to merge transactions (edited)
Flopbot
Superuser, Beta Tester ✭✭✭✭✭
Greetings,
As a newer user, I spent some time trying to find the Merge button only to learn through the community that this symbol is it. The symbol is nice and makes sense in hindsight, but please add the word "Merge" to the hover text to make it more obvious for newbies.
Something like this...
As a newer user, I spent some time trying to find the Merge button only to learn through the community that this symbol is it. The symbol is nice and makes sense in hindsight, but please add the word "Merge" to the hover text to make it more obvious for newbies.
Something like this...
"Merge: Link the downloaded transaction to the manual transaction"
Chris
Spreadsheet user since forever.
Quicken Desktop user since 2014.
Quicken Simplifi user since 2021.
Tagged:
3
Comments
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I agree with this! I didn't even know there was a Merge feature until I decided to search the forums and see if someone else had asked for it before me. Lo and behold, it already exists!
0 -
This (above) is the icon, and if you hover over it, it says merge, as shown. This icon is only shown when you select (1) manual and (1) bank downloaded (and not merged) transaction.
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Rob Wilkens2 -
That must be why I never noticed it - since I think the only time I'd want to select two transactions like that is if I want to merge them, which I'd only do if I know the feature exists :)
Thanks!
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This request appears to be implemented! 🥳
-Coach Natalie
1
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