Manual Account Recurring Transactions

chouser10

How do you get recurring transactions to enter into the register for manual accounts? For non-manual accounts the recurring transactions will post or match when the transaction from bank is downloaded. Obviously if you have a manual account, no transactions will download so there is nothing to match or link. I guess one way is to manually add the transaction so you can then link your recurring transaction, but that doesn’t seem to be very efficient. Any help would be appreciated.

Coach Natalie

Hello @chouser10,

That's a great question!

Currently, Recurring Reminders are designed to move to the transaction register once they have a bank downloaded transaction to match to, so it's a bit more complicated for manual accounts. 

With that being said, I'd definitely suggest taking a look at this other Community post for more details on how this works, as well as some corresponding Idea posts that can be voted on to improve this functionality: https://community.simplifimoney.com/discussion/comment/6669/#Comment_6669

Sorry I don't have a better answer, but I hope this helps! 

-Coach Natalie