No recurring transaction indicator

DMarshall
DMarshall Member
edited February 19 in Report a Bug

Previously, transactions tied to bills or recurring series had a visual indicator in
the transaction list. This was genuinely useful for scanning my transactions
quickly. I could immediately see:

  • Which transactions are expected recurring charges that don't need close attention
  • Which large transactions are NOT recurring and might need a second look (e.g., did
    the system miss tagging a car payment or utility bill as recurring?)

With the new table features, there's no way to tell at a glance whether a transaction is part
of a recurring series or not. This feels like a regression or a bug. The recurring indicator
was one of those small details that made Simplifi great for staying on top of your
finances without having to click into every transaction.

Minor: Horizontal scroll on the transaction table

The new table seems to be slightly wider than its container, probably due to the
settings/config column on the right. This introduces a small amount of horizontal
(left-right) scroll when using a trackpad. It makes the table feel loose and
imprecise when swiping. The header row can get slightly offset from the data rows. A
transaction table should only scroll vertically.

Comments

  • SRC54
    SRC54 Superuser ✭✭✭✭✭
    edited February 20

    The recurring indicator is still there. You might need to enable it. Click the cog wheel icon on the right and choose the fields you want to display in the Transaction list.

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

  • Thanks, yes I was able to find that.