Add "Refund From Savings Goal" option to Refund Tracker (edited)
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Flopbot
Superuser ✭✭✭✭✭
Greetings,
The Refunds function is a wonderful addition to Simplifi. Thanks for adding it! With slight modifications, it could be expanded to be more broadly functional.
There are two basic types of refunds:
As it currently is, I don't see a clean way to handled this sort of "Paying yourself back from a Savings Goal" transaction. If one exists, please let me know!
Thanks for your consideration.
The Refunds function is a wonderful addition to Simplifi. Thanks for adding it! With slight modifications, it could be expanded to be more broadly functional.
There are two basic types of refunds:
- Refund from Someone Else (ex. Someone Else - Amazon - owes me money for a return.)
- Refund from Myself (ex. My existing Savings Goal has money set aside in a SAVINGS account to pay back my CHECKING account for some covered purchase.)
- Add a second option to the transaction entry screen. Something like this...
- On Reports > Refund Tracker page, separate out the two types of refunds with each going in their own separate blue box. Something like this...
- Add a button to the refund receipts for the Savings Goal ones. Something like this...
- When clicked, it would then ask for whatever information is needed to AUTOMATICALLY enter the necessary register transactions so the money moves from the Savings Goal to the destination account; ideally in one transaction that matches the real world. Something like this...
- I would then have to remember to create a matching transaction outside of Simlifi in my bank.
As it currently is, I don't see a clean way to handled this sort of "Paying yourself back from a Savings Goal" transaction. If one exists, please let me know!
Thanks for your consideration.
Chris
Quicken Desktop user since 2014.
New to Simplifi in 2021.
Quicken Desktop user since 2014.
New to Simplifi in 2021.
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