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Re: Ability to mark Recurring Reminders as "Scheduled"/"Paid" [edited] (19 Merged Votes)
I usually sit down on a Sunday evening and schedule payment of bills online. I can be inconsistent as to how far out in the future I am scheduling payments. Therefore, I need a way of seeing which bills (Reminders) have already been scheduled and which might still neet my attention. I believe the use of a flag would be adequate but have observed that flags only apply to Transactions that have made it into the Register. There are currently no flags that apply to a Reminder. Please add this feature in the near future so I don't start getting late fees as well! Thank you.
PJH
Re: All My Recurring Transaction Series Disappeared!!!
if it is mobile app, you might want to try uninstalling snd reinstalling the app. It could be app data corruption. I primarily use the web app, where the other common fix is to try incognito mode which if successful means you might need to clear cache/cookies.
RobWilk
Re: All My Recurring Transaction Series Disappeared!!!
@anold — "And I don't recall closing or deleting anything."
I would guess that your recurring series were probably linked to various different accounts. (Let me know if I'm wrong about that.) To lose all recurring series because of account deletion, you would have to have deleted every single account that had a linked recurring series. That seems unlikely.
DryHeat
Re: All My Recurring Transaction Series Disappeared!!!
Might be worth toggling early access, to see if there is a bug causing it to not show in your version. I agree this situation your facing seems frustrating, and for me i heavily rely on recurring transactions for cash flow forecasting, i would have to scale everything back to minimum payments until i figured out what was missing.
I can confirm i am in early access QBP and have not lost my recurring transactions.
RobWilk
Re: All My Recurring Transaction Series Disappeared!!!
By chance, did you recently delete or re-add accounts? When you delete an account, i believe all recurring series associated with that account go away.
RobWilk
Re: All My Recurring Transaction Series Disappeared!!!
This sounds like a huge problem.
Just to be clear, when you say "No past transactions associated with anything deemed recurring!" do you mean:
- that the past transactions for (formerly) recurring bills are no longer associated with a recurring series, or
- that such past transactions have disappeared altogether from the Transaction Activity lists?
DryHeat
Re: Simplifi Needs Better Support for Real-World Budgeting & Cash Flow Forecasting
Re:Planned Spending in Projected Cash Flow
Right now, the spending plan's planned spending -does- -not- apply to any particular account. In my case, I have 3-4 checking accounts, plus a number of credit cards - it's not clear which account the planned spending should apply to, should it deduct it from one, multiple or somehow all accounts.
Also, when spending plan says so much is left per day, that only has to do with budget for the calendar month and does not reflect any actual balances.
EDIT: Assuming i don't get paid the first of the month and only the first of the month, cash flow could be negative for earlier parts of the month if it was done the way you suggest. That would ba. problem for me
-Rob
RobWilk
Re: Issue connecting two logins with Vanguard (edited)
Agreed with Jeff C. This issue has gone on for months with no updates or resolution.
I may put up with this on a free service but as a paying subscriber the radio silence is concerning and will go into my decision to renew in December.
Re: Ability to mark Recurring Reminders as "Scheduled"/"Paid" [edited] (19 Merged Votes)
There is an existing idea you can add your vote to (I'll note that this should be merged to the people who can do that): [removed link to merged thread]
RobWilk
Re: Check numbers not populated
It's still working for me with Chase. Maybe it's an issue with a specific bank?
EL1234