Change the date and amount on both sides when editing a Recurring Linked Transfer Series Reminder

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RobWilk
RobWilk Superuser ✭✭✭✭✭
edited April 8 in Feature Requests

The scneario:

-You have a recurring transfer series

-If you edit the NEXT instance date of one SIDE of the reminder, right now the other SIDE of the reminder does not update with it.

Example:

-Recurring transfer series dated January 20th

-In the reminder carousel,, edit the reminder to January 25th, at this point, your one reminder has turned into TWO BROKEN RECURRING REMINDERS - one dated January 20th, the other dated january 25th.

-I say they are BROKEN because, for example, you'll see a deduction on one side on one date, but on the other side you do not see the reminder carousel entry showing you will receive that money on the other side - but at the same time, on the cash flow chart you will see the effect of both sides of the linked transfer separately. For example, a $20 transfer on the receiving end will show two separate $20 credits, even though there is only one carousel entry on that account (one doesn't match the cash flow to the carousel).

[removed - accuracy], but i don't know how many people actually schedule transfers as recurring reminders. Vote for this if you do.

[edited title]

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  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    edited April 8

    This is not as simple as "change the date on both sides" (edited title) - everything about these transactions being linked should be updated on both sides - in this case, when you edit a reminder, i believe you can only change the date and the amount - in which case both the date and amount and the link itself should be consistent.

    EDIT:

    The updated title is much closer to accurate.

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  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    edited April 8

    Additional info: there is no way to edit the date of an instance of a recurring transfer without breaking things as it is now

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  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    I found if ii delete the receiving end "other half", the cash flow chiart corrects. The transaction really is on the sending end, so that works for me. Now that i have a work-around, this is less important to me.

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  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    edited April 8

    Also: The problem didn't happen just now when done between "bonus checking" and "chase prime visa" but it did happen this way between "bonus checking" and "Apple card".. There might be something else here that is causing this to happen under certain circumstances. The fact that it's inconsistent screams "this is a bug" to me, but that may be inaccurate.

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