Add "Merge" to the text on Symbol to merge transactions (edited)

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Flopbot
Flopbot Superuser ✭✭✭✭✭
edited December 2023 in Feature Requests
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...

"Merge: Link the downloaded transaction to the manual transaction"
Chris
Quicken Desktop user since 2014.
New to Simplifi in 2021.
3
3 votes

Completed · Last Updated

The merge icon now says "Merge" upon hover!

Comments

  • EL1234
    EL1234 Member ✭✭✭✭
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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!

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
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    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.


    Rob Wilkens

  • EL1234
    EL1234 Member ✭✭✭✭
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    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!

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited November 2023
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    This request appears to be implemented! 🥳

    -Coach Natalie

This discussion has been closed.