Link Reminders to manual transaction entries

mlemon · November 4

Hi,

currently Simplifi does not support manual transaction linking to reminders. Can you please consider adding this functionality.

thanks

Coach Natalie · November 4

@mlemon, thanks for posting your suggestion to the Community!

I have moved this out of Feature Requests so we can do some educating, as this ability already exists in Quicken Simplifi. To link a manually entered transaction to a recurring reminder, you must do so from the transaction directly. The steps to do so can be found here: https://support.simplifi.quicken.com/en/articles/4436514-linking-transactions-to-reminders#h_1200fab18f

If you are looking for something more along the lines of creating a transaction from a recurring reminder, we have an existing request you can check out here:

https://community.simplifimoney.com/discussion/1894/ability-to-create-a-transaction-from-a-reminder-edited

I hope this helps!

RobWilk · November 4

I do that all the time on the web version, but you have to do it from the transaction. You use the three dot menu on the transaction line, or on transaction detail select to mark as recurring on top right.

You can do it from mobile too, but you have to save the transaction then reopen the detail to mark as a bill.

Link Reminders to manual transaction entries

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