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.
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'.
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!
What is the status of this request as it was opened in October 2023, edited again in February 2025, but is a feature that is valuable to the user base.
