Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

DannyB Superuser ✭✭✭✭✭
edited June 2023 in Feature Requests

All investment transaction’s except management fee transactions download and default to “Payment/Deposit” and “Uncategorized” requiring me to edit each transaction appropriately. OK, fine, but once I have done so and for repetitive transactions would it be possible to have Simplifi memorize certain details so that repetitive transactions are automatically entered into Simplifi correctly at time of download?

This would greatly simplify investment register management.

Simplifi user since 01/22
Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
6 votes

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