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Why cant I see the tasks (that are due/ past due/ upsoming) in the transaction plans on my task list

I created plans under transactions. I shouldn't have to go into every transaction to see what might be due on a given day. I was told that I could set an email reminder... that is silly. Why aren't they visible in a task list?

  • Guest
  • Feb 16 2023
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  • Guest commented
    November 02, 2023 15:43

    It is really silly, but I found out can find the transaction plan tasks on the legacy task tab and then migrate them. This should be resolved. A task is a task, and we should not be required to look them up in two separate places.

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