Ability to Link Manual Transactions to Recurring Reminders from the Reminder directly (edited)

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Flopbot
Flopbot Superuser ✭✭✭✭✭
edited January 2023 in Feature Requests
Greetings,

As best I can tell, there are two separate issues going on here.
  1. [removed - unrelated].
  2. Problems linking Manual Transactions to Non-transfer Recurring Reminders (click here).
This idea relates to #2 which really seems like a BUG.  However, I'm doing this as an idea post in hopes of working through the proper channels.

In this screenshot, the recurring reminder IS NOT a transfer...
 
On the recurring reminder (RED X),  when I click the three dots and "Link to transaction"...


I get this...


On the manually entered transaction (BLUE CHECK MARK), when I click on three dots and "Link to existing recurring"... 


I get this...


I'm essentially doing the exact same action, just from two different starting points; one works, one doesn't.  Like I said at the outset, this really seems more like a BUG since - from the users perspective - until you memorize which starting point to always use, you just get confused by a function that intermittently doesn't work.
Chris
Quicken Desktop user since 2014.
New to Simplifi in 2021.
3 votes

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