Notes on Recurring Transactions

pterisaur

It would be so helpful if I could include notes on recurring transactions! Right now, I can only add notes after it shows up in my recent transactions list. 

Here's an example use case:

I have multiple recurring transactions for the same payee. Right now, I have to give these transactions unique names so I can know which is which in my list, e.g. "Payee (Transaction 1)", "Payee (Transaction 2)".

The trouble is, when these transactions occur, I then have to go back and move all the "Transaction 1" etc labels from the Payee field to the Notes field so my payee reports will be consolidated.

Coach Natalie

Hello @pterisaur,

Thanks for posting your feedback to the Community!

A Notes field would be awesome to have for Recurring Transactions, and other Users agree! We actually have an existing Idea post requesting this ability that would be great to have your vote and feedback on.

https://community.simplifimoney.com/discussion/543/notes-memo-field-on-recurring-transaction-setup#latest

I hope this helps!

-Coach Natalie