Unable to create recurring series unless started through transaction

RobWilk

Here's the error:

I seem to be able to create a recurring series from a transaction on the web interface, but not from settings→recurring.

Here's a sample one that failed, but I tried different variants with and without dollar signs, or just the word 'payment' or 'pmt':

I was able to work around this using the mobile app, which works.

Coach Kristina

Hello @RobWilk,

Thank you for letting us know about this issue! I wasn't able to replicate the issue you're reporting. Which web browser were you using when this happened? If you haven't already done so, please try logging out of the Web app, then logging back in again.

The issue you describe sounds very similar to this open alert; it's possible they're related:

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

I look forward to your reply!

RobWilk

I will try, but first let me note: I can edit existing savings goals, i just cannot create new ones.

RobWilk

Okay, thanks - it worked.

Logging out and logging in fixed it.

I might not understand why, but if it works, that's all I need.

-Rob

SRC54

Hi @RobWilk I tested it using your Payee name just now and it worked for me. I am using Sarfari 18.3 on MacOS 15.3. Should be the latest version I think. But I know there are times this setting up recurring can be tricky.

I know you use a Mac so if there is something specific you want me to try, let me know.

RobWilk

@SRC54 While you were writing that, I posted that @Coach Kristina 's fix worked for me. All i did was log out and log back in, and i guess that either reset something or allowed an update to happen.

SRC54

Great!