Ability to add Attachments to Upcoming Reminders/Future Transactions (edited)
It would be nice to be able to attach a statement at the time it is received, rather than waiting to attach it once the transaction posts.
Comments
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Reminders are usually for bills like credit card bills, that have statements or invoices that are available before the due date.
A normal user workflow is to update the amount on a particular future reminder instance once the statement becomes available. Once that is done, the user is normally not revisiting that transaction since it'll auto-match.
If the user wants to attach statements/bills in Simplifi, they need to remember to go back and attach the document after it transitions to a matched transaction, even though they would have already looked at/downloaded the statement when it became available weeks earlier.
Also since the reminder auto-matches, there is no 'prompt' for the user to go do this activity.
Attaching documents to Reminders would solve this by allowing the upload to happen at a natural place, and when the reminder matches, Simplify could change the association of the document to the transaction vs. the reminder - which is at that point 'gone'.
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Hello @flintster_99,
Thank you for coming to the Community to share your feedback! Since there was already an active request for this feature, I merged your request with the existing request.
Thank you!
-Coach Kristina
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