Add the account a Reminder is tagged to in the Bills & Payments section [edited] (1 Merged Vote)

cardman1010
cardman1010 Member ✭
edited March 28 in Feature Requests

On Dashboard, under "upcoming", can you add the bank where transaction is tagged to? I use a couple of accounts and it would be helpful if I knew which account this transaction was connected to.

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3 votes

Completed · Last Updated

The Account is now displayed on Reminders!

Comments

  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭

    @cardman That's a great suggestion. To give other Simplifi users a chance to cast their votes for this option, I'm going to change this to an "Idea," to add a counter, and move it to our Feedback section, where requests and suggestions are made by users. Thanks for your feedback!

  • Paul V
    Paul V Member ✭
    Under the "Upcoming" section it would be great to know which account a transaction is linked in addition to the date.

    Is hard to track payments and deposits with multiple  accounts 

  • Paul V
    Paul V Member ✭
    I would add to be clear.. "under the transaction list" and without entering each transaction.
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    The 'Account' appears to be displayed on Reminders now! 🎉

    Screenshot 2024-03-06 at 12.06.50 PM.png
    Screenshot 2024-03-06 at 12.07.23 PM.png

    -Coach Natalie

This discussion has been closed.

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