Ability to Link Manual Transactions to Recurring Reminders from the Reminder directly (edited)
Options
Flopbot
Superuser ✭✭✭✭✭
Greetings,
As best I can tell, there are two separate issues going on here.
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.
As best I can tell, there are two separate issues going on here.
- [removed - unrelated].
- Problems linking Manual Transactions to Non-transfer Recurring Reminders (click here).
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.
Quicken Desktop user since 2014.
New to Simplifi in 2021.
Tagged:
3