Manual Transactions Question

TimTL

I want to enter manual monthly Transactions.

1. I currently have them entered in a separate Manual Account. I want the transactions to show up, but not its running total balance to the net worth. Is there a way to exclude the total balance?
2. Is there a way to create duplicates of transactions or set up a recurring set, without adding one by one?

Thank you!

Coach Natalie

@TimTL, thanks for posting your inquiries to the Community!

Although these abilities are currently not available in Quicken Simplifi, we do have some existing requests that you can vote on:

https://community.simplifimoney.com/discussion/5204/ability-to-exclude-accounts-from-the-net-worth-report-edited

https://community.simplifimoney.com/discussion/2711/need-copy-paste-or-ability-to-duplicate-transactions-with-multiple-split-categories-edited

Sorry for not having better news, but I hope this helps!

-Coach Natalie

TimTL

Thanks @Coach Natalie. That’s too bad. I recently moved over from Mint, and this was the only way to transfer manual transactions, e.g. transacted through cash or a non linked account.

I imagine it will be a similar challenge for other prior Mint users.

Coach Natalie

@TimTL, feel free to create an Idea post requesting a system similar to Mint's for tracking cash, and outline how that worked so other users can vote on your idea. 🙂

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

-Coach Natalie