Notes/Memo field on recurring transaction setup (1 Merged Vote)

jasondmcgee

Would be nice to be able to have a notes/memo field on the recurring transaction detail/setup screen.
Use Case: I have several recurring transactions with "Apple" as the payee, and category of "Entertainment". The notes/memo field would allow me to indicate: Apple Music, Netflix Sub, HBO Sub, Apple News, etc. For now, I can use the Tags field for this, but its more of a note/memo where I would normally capture that on the transaction.

Coach Paco

@jasondmcgee Great suggestion! You've got my vote!

bcrossman

Couldn’t you change the payee to a more specific name? I do this to simplify some of the names of my recurring payees.

jasondmcgee

Thanks @bcrossman- yeah, definitely a good workaround for sure- and I have done that on most instead of using tags as that didn't seem like a good workaround once I tried to put it into practice.

Mr. Williams

Paypal experience should be the same way when you have reoccurring accounts being paid out of Paypal too.

baldwindavid

I'm looking at moving over from another bill tracking system that allowed notes. I tend to keep information about when the bill is typically generated (est), how I pay, how it is used, etc. This is not something that fits in the name field, tags, or categories.

dustin.campbell

I'm in the same boat. It's pretty frustrating.

dustin.campbell

To be clear, I have loads of recurring bills coming from "Amazon" for different prime video channels. Sadly, with Simplifi, I just have to remember what these are and can't really add reminders. Using Tags seems too heavyweight since I would be creating a specific Tag for each a single bill reminder. IMO, Tags work better when they're more cross-cutting.

Mrluke

I agree. 

But how about this.

If the system just allowed you to review newly cleared transactions.

Skyfox675

Please extend the current attributes of reoccurring Bills/Subscriptions to support notes at the Series level.

I believe these should also be passed into each reminder/linked transaction as "Notes from the Series" as a greyed out multi-line text box, with a link to "edit in series" possibly.