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@anold — "Would you be willing to briefly explain your transition (between programs)?"

In the 1980s, when computers ran on steam, I programmed my own very primitive checkbook application. I left it for Quicken because I wanted something with a better interface (that I did not have to maintain).

I left Quicken because (1) I wanted to download transactions from my Canadian bank accounts as well as my US accounts, (2) I needed access from multiple locations and so had to keep my data file in the cloud anyway, and (3) I got tired of updating the app in whatever location on whatever machine I was using at the time.

I left CountAbout because, although it would download from both US and Canadian banks, it had little else to recommend it. It was pretty simplistic, and the interface was not very sophisticated.

I chose Simplifi because it would download US and Canada accounts and because I really like the way the Spending Plan operates. Some people find it hard to get their heads around, but for me it clicked immediately. I've never really used the budgeting features of previous software because they required a level of detailed projection that I find unrealistic in my circumstances. The Spending Plan is simple but revealing.

I now use QBP, primarily for the Spaces. I keep simple records for a small non-profit, but that could have been done in regular Simplifi. The Spaces allow me to keep things separate and to share the non-profit books with other corporate officers (important for financial integrity).

Perhaps that wasn't as brief as you would like, but that's my story.

@EL1234 The same thing happened to me one time too. And the wording does need to be better. Even those of us with lots of experience get it wrong sometime, and I had to recreate a lot of recurring, and I even went back and re-linked all the transactions. But I am somewhat OCD.

@DryHeat - Good call. I think I need to be more vigilant with this app. Sidenote, your signature says you stopped classic back in 2020, switched to CountAbout (never heard of it), and then switched to Simplifi (assuming Business & Personal upgrade too?). Would you be willing to briefly explain your transition, like why'd you leave each?

@EL1234 - Yes, if deleting series is what's "supposed" to happen when those dialogue boxes pop up, the wording needs to be updated. It's either that, or I must be misunderstanding the concept of having different "spaces", because that might be where this is coming from too, not sure yet. @Coach Jon What's your opinion?

That's a really smart idea!

FWIW, every quarter or so I print out a PDF list of all my recurring series and save it in case something gets damaged. It's a pain to do because Simplifi doesn't provide a way to print such a list.

To get the list, I screenshot each page of the Bills & Income | All Series | All Active list (see below) as I page down through it, then combine all the screenshots in a dated PDF. That gives me enough information to recreate whatever series gets messed up. (Name, amount, next date, frequency, Account, Category, and type)

I have run in to the same issue in the past when re-linking (or resetting, or something, I don't recall exactly) my accounts. I assumed that since my series were already created, I didn't need to tell Simplifi that Yes, I would like it to create them again. Luckily it was just one account and wasn't too many so I recreated them manually as I noticed them (and tried not to rely too much on my cash flow projection for the next month or two until I had gotten them all back).

I really think that the message in that box needs to be updated to say that if you already have these series created and would like to keep them, click yes, and if you click no, the existing ones will be deleted.

I don't remember exactly what I did to trigger this issue or when this happened but I definitely discussed it here in the community at the time, since I was in the process of troubleshooting an issue (it might have been the Chase account balance issue that was resolved a few months ago). I'll see if I can find it.