When I try to use the "Link to Transaction" function, the specific transaction isn't listed

System

This discussion was created from comments split from:

Missing Income Transaction.

RLBradbury

I am seeing something similar. When a recurring transaction shows as "past" I try to link to the transaction. However, even though the actual transaction shows up in the proper account in Simplifi, when I try to use the "Link to Transaction" function, that specific transaction doesn't show up in the list of transactions available to link to (every other transaction is displayed except for the correct one). I've tried this for several "past" transactions, but none seem to work anymore. This feature worked previously.

RobWilk

This is a long standing known problem. Typically, to work around it, you link from the transaction side.

Coach Jon

Hello @RLBradbury,

Thanks for reaching out! I would suggest linking to the transaction directly, and see if that works. The instructions to do so can be found here: https://help.simplifimoney.com/en/articles/4436514-linking-transactions-to-reminders#h_1200fab18f

Thanks,

Coach Jon