Do you reconcile with Simplifi? We want your input! Please give us your opinion in this survey here!

See "Upcoming" transactions in the register

AZSharps Member ✭✭
edited February 2022 in Managing Your Transactions
I want the ability to see "upcoming" transactions.

I plan to visit my bank and make a withdrawal tomorrow. But, I am working in Simplifi now. I entered the traction and details, but it didn't show in the register. I did it again, same result. After several more attempts, I moved on.

Later, when checking the planned spending categories, I discovered that each transaction was actually recorded and I had to delete the duplicates.

Ideally, I would have the option of viewing/hiding upcoming transactions so I know it is recorded and will be posted in the future.


This discussion has been closed.