Future credit card payments from transfer series keep disappearing
I have recurring series for credit card payments from my checking to the cards set up, all set to $0 so I can set the actual value once statements come in. At least once a month, at least one of the future transactions will completely disappear from the cashflow graph. When I check the series, its start date is a month ahead of the missing transaction. I am not doing anything to cause this, it just happens on its own. Is this a bug or is there something I should be doing to stop this from happening?
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@t8iujh, thanks for posting to the Community!
To clarify, does the Recurring Reminder only disappear from the Cash Flow graph, or does it come missing from other "Reminder" areas of Quicken Simplifi, such as the Spending Plan and Bills & Payments? Regardless, I'd personally recommend deleting and recreating the associated Recurring Series to see if doing so clears things up for you moving forward.
Please let us know how it goes!
-Coach Natalie
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@Coach Natalie it disappears from the Transfers section of the Spending plan as well. I have recreated one particular series multiple times and it still happens, I filed this when it just happened with a different series just now.
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@t8iujh, thanks for confirming!
I'd suggest deleting and recreating the currently problematic Recurring Series to see if that clears things up for those particular Reminders moving forward. If the issue with the Reminders pops back up for that Series after doing so, please be sure to let us know!
-Coach Natalie
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This happens to me as well, and seems to be tied to returns which credit my cards. Simplifi sees the return (any amount) and automatically links it to the recurring credit card payment. I tried to set the recurring payment to be an "exact match" but it still seems to happen.
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@ertibb, thanks for posting on this topic!
Were you able to try the steps posted above — delete and recreate the problematic Recurring Series to see if doing so clears things up moving forward?
Let us know how it goes!
-Coach Natalie
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This just happened to me again today. After I transferred cashback from a secondary checking account into the credit card, the next upcoming instance of my recurring payment series from my primary checking account disappeared and the series start date moved forward a month. This is despite the small cashback payment NOT being linked to recurring or even from the same account. Deleting/recreating the series multiple times has done nothing to resolve this. Can you please look into this? It's incredibly frustrating to have to manually re-enter pending payments for all of my credit cards every month, kind of defeats the whole purpose of the series!
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@t8iujh, thanks for the update!
If the issue is re-occurring with a Recurring Series that you've already deleted and recreated, I'd say that we can definitely get the issue escalated so our product team can research and work on a fix. To do so, we will need some data from you:
- The Name, Account, and Amount of the Recurring Series in question.
- The Date and Amount of the Reminder that's being skipped.
- A screenshot of the Recurring Series Frequency & Occurrence tab.
- A screenshot of the missing Reminder.
- A screenshot of the next Reminder for this Series that you can locate.
- The browser and browser version you're accessing the Quicken Simplifi Web App from.
- The OS of the computer you're accessing the Quicken Simplifi Web App from.
- Confirm that you are on the latest release of Quicken Simplifi, which is currently version 4.32.0.
Please also submit your logs via the 'Send Feedback' option:
- Log into the Quicken Simplifi Web App.
- Select Profile from the left-hand navigation bar.
- With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
- Leave all boxes checked, add a brief description of the issue, and then click Send.
-Coach Natalie
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