Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

DannyB
DannyB Member ✭✭✭✭
edited June 2023 in Feature Requests

All investment transaction’s except management fee transactions download and default to “Payment/Deposit” and “Uncategorized” requiring me to edit each transaction appropriately. OK, fine, but once I have done so and for repetitive transactions would it be possible to have Simplifi memorize certain details so that repetitive transactions are automatically entered into Simplifi correctly at time of download?

This would greatly simplify investment register management.

Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
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  • neon45
    neon45 Member ✭✭✭

    Not holding out much hope here. 5 folks since 6-23

  • DannyB
    DannyB Member ✭✭✭✭

    @neon45 of the few feature requests I've submitted over the last couple of years none of them have gotten much traction. I had completely forgotten this one!

    Danny
    Simplifi user since 01/22
    ”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    I've upvoted this and for bulk editing of Type in Investment accounts, but one problem we have here in the community is that many people who would benefit from these suggestions either don't see them or won't vote for them.

    I am not quite sure why. One guess is when someone comments, the conversation goes into the home page for an hour or so and then disappears. I wonder if many users don't understand that they can peruse the Discussions and the Categories.

    Oh well.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

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