For manual accounts, create a shortcut or automatically add recurring transactions to the register
If you have a manual account that cannot connect to a bank (e.g. Apple Card) with recurring reminders, currently, you have to manually add the transaction to the register (i.e. copy and paste everything from the reminder), save it, then re-edit the transaction to link it to the reminder. This is hugely inefficient.
The user has already entered all of the necessary information into the reminder, so I believe one of the following should be possible:
- Select the reminder, select a new "Add Transaction" option, which would add the transaction to the register and link it.
- Reminders could automatically be added to the register as pending transactions that the user can clear manually.
Again this only applies to Manual Accounts but I could see this option occasionally useful on all accounts.
Comments
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There is an existing idea post for the ability you described. Check it out and add your vote.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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@AdR , we also have an existing Idea post for the second item you mentioned. 😀
-Coach Natalie
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