Ability to create a transaction from a Reminder (edited)

EL1234 · April 29

https://community.simplifimoney.com/discussion/comment/50961#Comment_50961

This would be really really useful

Adye · May 11

It is the same with my bank it does not allow pending transactions to be downloaded This is why I prefer to do it manually having the feature to just click on the recurring and saying enter into registry and adjust the amount as necessary would be a much faster way for the people who do it manually

ejobity · June 16

I would like the two options:

1. Add a transaction from a reminder.

2. Reminders can automatically post themselves as a transaction (optional)

Dialdines · June 25

being specific - this is NOT a ‘nice to have’. It is fundamental functionality that is completely missing. It means that reminders make the app require more work than not having them at all for manual tx. What is the point of having that information pre-entered info just have to type it in by hand anyway?

especially when we know the under the hood functionality exists. Because, if I enter a tx with a future date, it will automatically enter on the date. But, if it’s a recurring one, I have to enter it by hand, then manually link it. All we are asking for is something that turns the specific reminder into the pre-entered tx without having to do it all by hand again (and preferably for that button to pop out the tx entry dialog with that info in it, so any edits can be made as part of doing so.

from my POV, it this does not exist by the time I am renewing, then I will be cancelling my subscription - tools should not make it HARDER to do the thing

DryHeat · June 25

The level of frustration in this discussion is understandable. I look at my own list of reminders and think how burdensome it would be to have to reenter all that information for each transaction every single time.

But I think I'm like a lot of Simplifi users in that I almost never enter a manual transaction. All of my accounts are connected, and it suits my needs to wait for transactions to download instead of anticipating them.

Still, I voted for this and I hope more folks who don't need it right now will vote for it as well. You never know when one of your accounts will stop connecting, or when you will be forced to maintain a manual account.

SRC54 · June 25

@DryHeat Exactly, I have several manual account and recurring transactions are a frustration. I have to enter a transaction, and then link it. Yes, it isn't that much trouble but seems to me it would be easy enough to do what Quicken Classic already does and just click to enter it as a transaction.

Of course, as you say in a perfect world, all accounts are connected, and we would let Simplifi download the transactions and match them.

derekd40 · July 21

I agree. I posted another idea of just being able to change the color of a transaction so I can signify the reminder has been scheduled, but the transaction hasn't cleared yet. Either way we need the ability to mark a reminder as paid so I know its been paid/scheduled.

Arrowhead Adam · August 14

Still nothing on this? How many votes do we need?

Kseniya · August 15

Please please move this up in the execution queue. It's necessary and a constant weeky frustration on my end as well.

returnpolicy · August 22

The fact that this is still not an option is extraordinarily frustrating. The primary reason that I have stuck with Quicken is because it supports manual data entry. If I want to switch to relying completely on downloaded transactions then there are a lot of really good alternatives to Simplifi. Frankly, the (lackluster) support for manual data entry is the primary reason that I continue to pay for this service.

If I enter a manual transaction with a date in the future, Simplifi decides to create it as a reminder rather than an actual transaction. This would be fine if I could then convert it back into a transaction when the day arrives. Instead, I end up having to create it a second time altogether. The ability to turn a reminder into a transaction is not a complicated request. It seems like this would be a quick feature win with pretty minimal effort by a development team.

If this is not implemented soon, then I guess I should switch to only relying on downloaded data and re-evaluating my usage of Simplifi altogether.

SRC54 · October 20

We only have 85 votes. We need more!

jtscanlon · November 10

I second this request! I can't believe this isn't already possible!

Ability to create a transaction from a Reminder (edited)

Comments

Categories