Creating recurring transactions - End date updates before you set thresholds (edited)

MadManBubba

Okay, is it me or is the feature for creating future recurring transactions doing its own thing before I get the chance to enter the starting and ending date, day of month, and amount? Seems when I create a new recurring transaction it automatically sets up the future transactions and I change the ending date and day of the month. But soon find myself deleting all remaining transactions by hand! Come on programmers what the [removed - profanity] are you doing to me?

[edited for readability]

Coach Jon

Hello @MadManBubba,

Thanks for reaching out! I think we need information for clarification here. Quicken Simplifi does populate pre-filled data when creating a recurring transaction, but you should be able to verify it is correct and edit it if needed before you click 'Create'. Maybe a screenshot showing the issue within Quicken Simplifi would help here.

Additionally, here is a great support article explaining how recurring transactions work within Quicken Simplifi. https://support.simplifi.quicken.com/en/articles/3625912-managing-recurring-transactions

Let us know!

-Coach Jon