Editing Recurring Series

EllieBean

I have 2-3 recurring series in which the amount has changed in 2025 - Can I just edit the series and have that amount reflected going forward without it changing the previous transactions. Or do I need to create a new series for 2025?

Coach Jon

Hello @EllieBean,

Thanks for reaching out! You can definitely edit your recurring series within Quicken Simplifi. It should not change your past linked recurring transactions. Here is a great support article explaining how to do this: https://support.simplifi.quicken.com/en/articles/3625912-managing-recurring-transactions#h_ce0862213b

-Coach Jon