Recurring Items

The workflow for finding and matching missing recurring items (of which I have many, a lot of which I can't understand why they aren't matching automatically) is clunky from the Recurring screen - you have to click back to Transactions, find the missing item, open it and find the relevant Recurring item (if it lets you) for each one. It would be much more efficient to start from the Recurring tab and do a quick search to grab and link the correct transaction.

Can you make it so that we can edit the Notes individually for each recurring transaction without unlinking it first?

Hi, please let us add tags to recurring items. Right now we need to add them after one by one.

Please implement an option to define recurring transfers (e.g. monthly payment to an investment account).

Now one can only see recurring transactions for the upcoming month. It would be nice to have an overview of all planned transactions, in case you forgot about some.

In cases where you might end up paying multiple months of a bill at once after missing a bill, it would be nice to be able to link the transaction to the missed recurring item from a prior month after splitting the transaction.

It would be nice to have the ability to see all of your recurring payments, even if they're not billed in the same month. Maybe to have a high-level overview of all of your recurring payments even if they are billed in different cadences such as yearly, bi-annually, etc... currently you can only view recurring payments for the month that it is billed.

Transactions have a field called Notes, which recurring items can update, but the GUI calls this field Description. There is also a field called Notes, which is a Description of the recurring item. Perhaps a better name for these fields would be: Description -> Notes Notes -> Recurring Item Description