Link a reminder to a transaction in a manual account

Ant-Money

I have a couple manual checking accounts, basically all my accounts that Simplifi is unable to connect to. I've been adding my income manually (obviously) to these manual accounts and I have created a recurring income which has a reminder for every week, but when I try to link the reminder to a transaction, none of the transactions in my manual accounts show up.

Coach Jon

Hello @Ant-Money,

Thanks for reaching out! If the transaction was manually entered, it must be linked to the Reminder from the transaction directly. Our support article here has the info and steps as follows:

You can also link a transaction to a Reminder from the transaction directly:

Note: If you'd like to link a manual transaction to a Recurring Reminder, it must be done from the transaction directly.

1. Hover over the panel on the left-hand side and select Transactions.
2. Select the account where the transaction occurred.
3. Locate the transaction you'd like to link, hover over it, and click the three dots at the end of it.
4. Select Link to existing recurring.
5. Locate the associated Recurring Series and select it.

Thanks,

Coach Jon

Ant-Money

This is perfecto! I'm loving Simplifi.

Thank you Coach Jon.