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Linking a transaction to a recurring payment deletes it

Emacken

Twice this month (and I suspect earlier, but this is the first time I've caught it in the act), I've had a transaction that ought to belong to a monthly expense come in miscategorized, and when I choose 'Mark as Recurring' → 'Link to existing bill or subscription', both the transaction and the reminder in Spending Plan just disappear.

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Coach Jon

Hello @Emacken,

Thanks for reaching out! To clarify your situation, can you let us know if the transaction immediately disappears once you link it, or is it after a certain amount of time or the next refresh/sign-in? Is it a certain type of transaction, or every time you try to link any transaction?

-Coach Jon

Emacken

It does seem to disappear immediately, yes; I don't have enough data to be sure whether the type affects it. The two I've noticed so far were an automatic transfer to a different bank account that should have been Utilities but got categorized as Education (presumably because my credit union has College in the name, but that never used to be a problem with Simplifi, just Mint), and a recurring Paypal transaction that got labeled as a different recurring transaction (larger amount and later in the month).

Coach Jon

Hello @Emacken,

Thanks for the reply. It sounds like you are experiencing this known issue we are aware of. We do have an alert up for this issue that you can follow for updates going forward. We will be sure to post any status updates there.

https://community.simplifimoney.com/discussion/11766/new-3-6-25-cleared-transactions-linked-to-a-recurring-reminder-disappearing

-Coach Jon