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

Flopbot

Greetings,

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).

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...

Image: https://us.v-cdn.net/6031920/uploads/editor/0o/nbp9emkrtxjj.png

On the recurring reminder (RED X), when I click the three dots and "Link to transaction"...

Image: https://us.v-cdn.net/6031920/uploads/editor/uv/ylcwbvoge3o0.png

I get this...

Image: https://us.v-cdn.net/6031920/uploads/editor/fx/gukczfha79gj.png

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.

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Status: Active

Comments

EL1234

Upvoted!

EL1234

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

RobWilk

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

Flopbot

@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 !!!

RobWilk

@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 (?).