Manual Account Recurring Transactions

chouser10
chouser10 Member
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.
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Best Answer

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓
    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
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