Add ability to transition bill reminders into pending transactions [Edited]
It would be helpful to be able to manually transition a reminder into a pending transaction, especially for banks that do not allow download of pending. In its current state, Simplifi will double count reminders where the bill has become a pending item at thebank but it has not cleared and cannot be associated with the reminders. This creates an incorrect balance projection and is especially problematic over weekends while waiting for everything to clear.
Comments
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Ithink you can this by creating a manually entered transaction, making it Pending and them linking it to the spending plan item. When the transaction does download from the bank, Q-Simplifi should be able to match it up.
Anthony Bopp
Simplifi User Since July 2022Money talks. But all my paycheck ever says is goodbye0 -
Hello @MakeItHurt82,
Thank you for coming to the Community to share your feedback! There are a couple existing requests that are similar to what you are asking for (but neither specifies the ability to convert to a pending transaction). I've included the links in case you want to review them and add your vote:
Thank you!
-Coach Kristina
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