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Setting end date for income series in browser gives error

strwrsdbz

After entering an end date for an income series, I click "Update" and an error appears in the bottom-left of the screen saying "Sorry, but we were unable to make your changes." If I then check my Spending Plan in a month after the end date I entered, I still see the series. So it looks like the end date really didn't take affect. Interestingly, if I go back to edit the series again, the end date does appear as I entered it.

I've noticed that if I refresh the browser tab after seeing the end date in the series, the end date goes back to being blank. So maybe seeing the end date after the error is just some browser caching, while the back end had an error resulting in the data for the new end date not being saved.

I'm using Firefox version 133.0 on Fedora Linux 41.

I was able to workaround this by setting the end date in the mobile app.

Let me know if you need any more information.

Thank you.

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Recurring

Comments

RobWilk

I have seen this too.

Are you editing an existing series or creating a new one. If it's an existing one, I believe there is a known problem with editing the series with changing dates. It sometimes resolves if you delete (or end) and recreate the series from scratch.

It's possible one of the Coaches will want more information to get you added to the ticket if it exists, or to file a ticket if it doesn't exist. I've seen people discuss it, I don't know if it was reported.

strwrsdbz

Thanks for the info, and sorry if I missed this already being discussed somewhere.

It is an existing series.

I think I'll stick with the workaround of editing it in the mobile app instead of recreating the series. Less steps and I don't have to double-check everything gets linked up correctly like it was before.

Coach Kristina

Hello @strwrsdbz,

Thank you for coming to the Community to report this issue! I tested this in Chrome and am able to replicate the issue.

Once an end date is added and I try to save, it acts like it worked, then throws an error and the end date vanishes.

I have forwarded this issue to the proper channels for further investigation and resolution.

Thank you!

RobWilk

Is it possible the problem there is that the event occurs on the 10th and the 25th, but the end date was set to the 1st which is neither of those? I just edit my AARP annual reminder, and set the next occrence date as the series end date and it saved fine.

Coach Kristina

Thank you for your reply @RobWilk,

I just tested it, choosing the 25th instead of the 1st.

The error still shows up.

I also tested setting the end date to only 2 years in the future and got the same error.

Which browser did you use when you tested? Also, is the AARP reminder income or an expense?

Thank you!

RobWilk

It was an expense reminder, once a year.. It already existed, i just expermineted with putting in an end date of 5/18/25 (from memory) and it took it. Afterwards, i re-edited and deleted the end date. There may be something else like the frequency of the reminders which play a part. I used Chrome on MacOS. I'm definitely not complaining that it worked, but i've seen date edits in general not work for some transactions.

-Rob

Coach Kristina

Thank you for your reply,

I use Chrome with MacOS also. I tested with an annual expense and still saw the error message, but the ending date stayed, rather than disappearing. It's possible the interval (or the whether it's an expense instead of income reminder) has an impact on the issue.

Thank you!

Coach Jon

Hello everyone,

This issue has been reported to our product team and we will be sure to post any updates here going forward as we receive new information!

-Coach Jon

SIMPL-24959

Coach Jon

Hello everyone,

We now have a community alert for this issue, so please be sure to follow it for status updates going forward.

https://community.simplifimoney.com/discussion/11173/new-1-8-25-unable-to-edit-recurring-series-on-the-web-app

Thank you for your patience!

-Coach Jon