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Recurring Bill Incorrectly Shows as Late

TheReal702

Scenario ——

Utility bill (Nv Energy) paid $169 on their website on 11/7 - (bill is not due until 12th)

Manually entered transaction in Simplifi on 11/7.

When linked to existing recurring it shows as past due.

NV Energy has not debited my account yet, so it is not showing as pending on my bank website.

Is this normal until this transaction hits my bank as pending?

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Recurring

Comments

RobWilk

Are you sure it's showing as linked on the transaction detail page? You can always delete the reminder (rather than the series) if it linked to the wrong occurance.

TheReal702

@RobWilk It looks like it to me ——

Screenshot 2024-11-10 at 12.32.54 PM.png

[Edited - Removed personal information]

TheReal702

More info —-

I can only link it from the pending transaction in my checking account "register"

If I unlink this, I cannot link from the other side - the actual bill reminder in "Bills and Payments". It does not show up there as an available transaction. Is this because the transaction entry was made manually, is pending, but has yet to hit my bank?

RobWilk

This is because linking from the reminders list is broken and has been as long as the app existed. People complained for a while, then everyone kind of agreed you can do it from the transaction and that works, so as long as it can get done why complain that you can't do it the other way.

I thnk I'm one of 3 votes to fix it here:

https://community.simplifimoney.com/discussion/4304/ability-to-link-manual-transactions-to-recurring-reminders-from-the-reminder-directly-edited

Edit: this post is specifically about manual transactions, which yours might be if you entered it before it downloaded.

TheReal702

@RobWilk My complaint isn't about which direction I can link it, I really don't care as long as I can.

My question is why does this bill show as late (when linked) when clearly it is not.

If I'm doing something wrong I'd like to fix it.

If this is yet another issue with Simplifi, I'll just wait and see what happens when it hits my bank as either pending or cleared.

Coach Kristina

Hello @TheReal702,

I see the same behavior as you do with reminders linked to pending transactions in my Quicken Simplifi.

Screenshot 2024-11-10 at 12.49.26 PM.png

The reminders from my screenshot (above) are not past due. Two of them are due today and one of them is due on the 15th. They did not show as Past Due on the Bills & Payments screen until I linked the reminders to the pending transactions in my account.

Screenshot 2024-11-10 at 12.49.51 PM.png

To test this, I unlinked one of the pending transactions from the reminder.

Now, it is no longer showing past due in Bills & Payments.

I found that editing the transaction to show as cleared instead of pending also causes it to no longer show as past due in Bills & Payments.

Since this does not seem like intended behavior, I have forwarded this issue to our teams for further investigation and resolution.

Thank you!

SRC54

It would be great to fix this as it is always disconcerting to have paid the bill yet because it is pending it shows up in Bills & Payments as Unpaid just because it hasn't cleared.

Thanks everyone for pointing this out again and hope they will fix it!

TheReal702

Thanks @Coach Kristina, I appreciate you looking into this.

Coach Jon

Hello @TheReal702,

I was able to review this thread and replicate the issue on my side as well. The three conditions for this to be reproduced seem to be:

The transaction must be manually entered
The transaction must be "pending"
The transaction must be entered for a past date

If you can confirm that this is what you are also seeing on your side, this will greatly assist us going forward.

Thanks,

Coach Jon

TheReal702

Hello back @Coach Jon

The answers to your questions are in my first post, but to reiterate, here you go —-

The transaction must be manually entered
- yes it was
The transaction must be "pending"
- It is pending in Simplifi because it was manually entered. As of today, it still hasn't hit my bank, possibly due to weekend and holiday today.
The transaction must be entered for a past date
- it was entered on the day that I paid the bill.

I hope this helps, and I thank you for looking into this.

Coach Jon

Hello @TheReal702,

To clarify, when you stated, "it was entered on the day that I paid the bill", was that day a past date? We will want to confirm so that we are sure we are on the same page here.

-Coach Jon

TheReal702

@Coach Jon I guess perhaps I don't understand what you mean by "past date".

If you're asking if I entered the payment transaction on the 10th, for example, and dated it the 7th, no sir I did not.

Everything occurred on the 7th. I paid the bill on the 7th and manually entered it on the 7th.

Coach Jon

Hello @TheReal702,

Thanks for clarifying. Can you please click on the past due reminder in Bills & Payments and take a screenshot of the reminder details window that opens up? This will further assist us in determining what is occuring.

Thank you,

Coach Jon

Hello @TheReal702,

No need for the screenshot! I went ahead and submitted this bug report, and I will be sure to follow up with any updates as we receive new information.

Thanks for your patience!

-Coach Jon

SIMPL-24181

TheReal702

https://community.simplifimoney.com/discussion/comment/43192#Comment_43192

Sorry, I posted the screenshot earlier and now it's not here. <headscratcher> I still have it on my desktop if you change your mind.

Coach Jon

Hello @TheReal702,

I am back with an update from our product team for this issue. This issue seems to no longer be occurring within Quicken Simplifi. Can you please confirm if this is the case for you? Thanks!

-Coach Jon

TheReal702

Hello @Coach Jon

Thank you for asking, but I'm sorry I don't have a firm answer. Here's why - a couple of months ago (?) or so I stopped manually entering transactions, and switched what few bills I have to auto pay. Everything works so much better for me now with everything on full cruise control.

I'm really down to just 2 ongoing issues at this point. They are unrelated to this issue but here they are just so your team is aware of them.

I will occasionally get duplicates in my checking account, but I attribute that to a BofA issue, not with Simplifi. However, Simplifi still won't let me merge them so I generally delete one of them and keep my fingers crossed 😉 There is one translation with a duplicate duplicate in my BofA checking now. Since I can't merge them, I'm waiting until tomorrow to see if it self resolves. EDIT - THIS DUPLICATE RESOLVED OVERNIGHT

The other issue is Simplifi will download a transaction from BofA checking and automatically link it with a bill/reminder. But if it doesn't clear overnight, or it's a weekend/holiday, it will un-link and I need to manually link it again. I also think this is a BofA issue, and not with Simplifi

Both of these issues are only with pending transactions and the (different) date(s) that Simplifi talks to my BofA accounts.

Thanks again, hope you are well.

Coach Jon

Hello @TheReal702,

Thanks for the reply. We did go ahead and close the ticket for the issue reported in this thread. The issue was for recurring reminders showing up as past due in Bills & Payments when linked to a manual "pending" transaction for a past date. For any other issues you mentioned, I would suggest creating new posts in the community for each issue. We are glad that you are no longer experiencing this issue!

-Coach Jon