Include Categories and/or Tags in "Link to Existing Recurring" dialog

ajbopp Member ✭✭✭✭
edited December 2023 in Feature Requests

When you go into a transaction register and choose "Link to Existing Recurring" for a transaction, I get a dozen different things that all say Amazon. There is also listed the amount and frequency of the recurring Spending Plan items, but it's still very difficult to know which Amazon recurring item this particular transaction should be attached to. It would be very helpful to me if this particular dialog box included the category as well, as that would help me nail down which recurriing item I'm looking for.

Anthony Bopp
Simplifi User Since July 2022
Money talks. But all my paycheck ever says is goodbye

4 votes

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  • WillardSB
    WillardSB Member

    I have the same issue with recurring series for AppleCare. I created recurring series for both iPhones in the family on the same account. The payees are the same and the amounts are the same, so it is difficult to determine the correct series to manually link the transaction. More detail needs to be displayable on both app and web page.