Use of recurring transfers (edited for clarity)

ByJam

I'm looking for some guidance on recording reoccurring transfers for credit card payments.

1. Simplifi downloads a transaction from a checking account showing an autopay ACH from a credit card account.
2. Simplifi downloads the other side of the transaction from the credit card account showing the credit card payment.

What is the best way to setup a reoccurring transaction?
Do you create two reoccurring transfer transactions one for the payment recieved by the credit card account and another reoccurring transfer transaction for the checking account ACH?

Or do you create one reoccurring transfer transaction to cover the ACH to/from both accounts?

RockLee

@ByJam "Do you create two reoccurring transfer transactions"? : No, just one

You create one recurring transaction. In your example, in setup the "account" of the recurring transaction will be your checking account, and the "category" will be category: transfer→creditxyz (your credit card account). It will create two reminders when the time approaches. The functionality can be touchy…

ByJam

thanks, that’s what I thought.