Manual Banking accounts

kdesq

Is there anyway, other than once again manually entering a transaction with a bank that doesn't download to Simplify, to have the recurring set up include a feature that allows us to click to enter it on the date it clears the bank? Rather than entering it, then having to go back into and link it to the said recurring?

Coach Jon

Hello @kdesq,

Thanks for posting to the community! What you are requesting is not currently available in Quicken Simplifi, but we do have existing idea posts that may meet your needs you can vote on and follow for updates:

https://community.simplifimoney.com/discussion/284/convert-reminders-to-a-transaction-on-the-day-they-occur-edited-1-merged-vote

https://community.simplifimoney.com/discussion/1894/ability-to-create-a-transaction-from-a-reminder-edited

Thank you,

Coach Jon

SRC54

This would be very nice to have. I would be fine with just being able to click on the transaction to enter it.