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

Flopbot
Flopbot Superuser, Beta Tester ✭✭✭✭✭
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
Spreadsheet user since forever.
Quicken Desktop user since 2014.
Quicken Simplifi user since 2021.

8 votes

Active · Last Updated

Comments

  • EL1234
    EL1234 Member ✭✭✭✭

    Upvoted!

  • EL1234
    EL1234 Member ✭✭✭✭

    Was this fixed? I was able to do it today for the first time in ages.

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    Interesting, I'll have to try - that would be more convenient.


    Rob Wilkens

  • Flopbot
    Flopbot Superuser, Beta Tester ✭✭✭✭✭

    @RobWilk ,

    I am curious to know if you find it working too. Unfortunately - maybe fortunately - I don't have any Manual accounts to deal with anymore so I can't test the potential resolution, great job finding that @EL1234 !!!

    Chris
    Spreadsheet user since forever.
    Quicken Desktop user since 2014.
    Quicken Simplifi user since 2021.

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    @Flopbot just yesterday I closed TD Samsung Financing, an account which was unused recently, which was my only manual account. I thought specifically this was about manually entered transactions in any account (?).


    Rob Wilkens