Scheduled Transaction feature requests

frankrizzo

When I create a single future transaction or scheduled series, I'd like the ability to:

• Create a tag on the transaction
• Create a note on the transaction
• Create a split on the transaction
• Create an "every 4 weeks" schedule

RobWilk

"every 4 weeks" is already requested/"in progress" i believe - see

https://community.simplifimoney.com/discussion/72/add-additional-frequency-options-for-recurring-transactions-edited-26-merged-votes

Coach Natalie

Hello @frankrizzo,

Thanks for posting your requests to the Community!

I went ahead and moved this out of Feature Requests, as most of the items you mentioned have already been requested:

https://community.simplifimoney.com/discussion/98/using-splits-multiple-categories-in-recurring-transactions-4-merged-votes

https://community.simplifimoney.com/discussion/543/notes-memo-field-on-recurring-transaction-setup-1-merged-vote

And as shared above by @RobWilk:

https://community.simplifimoney.com/discussion/72/add-additional-frequency-options-for-recurring-transactions-edited-26-merged-votes

Last, the ability to add a Tag to a Recurring Transaction, as well as create a Tag while creating a Recurring Transaction, is already available:

I hope this helps!

-Coach Natalie

frankrizzo

I can see that on a series, but if I create a transaction (for some date in the future), and then edit that transaction, there is no place to put a tag. @Coach Natalie

Coach Natalie

Hello @frankrizzo,

I found a request for a 'Notes' field on upcoming reminders/future-dated transactions, but I'm not finding anything for a Tags field.

https://community.simplifimoney.com/discussion/1321/add-notes-field-to-upcoming-transactions

I'd suggest creating a new Idea post requesting a 'Tags' field for Upcoming Transactions, similar to the existing request for a 'Notes' field. 🙂

-Coach Natalie

Flopbot

@Coach Natalie , regarding the first bulletin point about Tags on recurring transactions, I only have one Recurring Transaction that is set up like this - one month into using it - and noticed an oddity the first time it triggered. I figured I’d wait till a few more mouths had past before I reported it, but I guess this makes sense here and might help document the problem.

@frankrizzo , is this what you’re experiencing with your first bulletin point?

I have a future transaction scheduled (called “Recurring Series” in Simplifi when they are scheduled month-after-month) and it has this Tag set…

But when the transaction clears, it doesn’t show the Tag…

Is this what you’re referring to?