Missing the other side of recurring reminder transfers

System

This discussion was created from comments split from:

Not sure if bug: Making ONE SIDE of a RECURRING transfer transaction manual edited issues, maybe ok?.

RobWilk

On the troubeshooting side, could you explain what happened to the other side of these three transfer reminders:

"Chase for Disney+, Hulu,…",

"Chase for Amazon Prime", and

"Chase for Peacock Premiu.."

You see them above in Bonus checking reminders for April 16.

They were pushed back from earlier in the week, their original series-scheculed dates.

However, now, looking at the other side:

I don't see those transactions anywhere, there are no 'dots' in the chart earlier in the week, and on the 16th they are not listed either. They simply don't exist.

So if it is a transfer, where is the money going, and why is it not shown in the cash flow on the other side?

Coach Jon

Hello @RobWilk,

Thanks for reaching out. Can you clarify what dates they were originally set for, and whether you can see them in Settings > All Recurring > Transfers, or Bills & Income > Transfers?

-Coach Jon

RobWilk

At this point, i just paid 2 of the three recurring reminders today and deleted (or linked and removed) the next instance of them. Those two transactions (Disney + Amazon) were originally dated today. I made them today rather than putting them off.

It's unfortunately inconsistent or difficult to impossible to change the date of a scheduled recurring transfer instance without breaking things.

The one that hasn't happened yet, peacock, is 2 days from now, and the rescheduled date is showing only one side in bills & income :

You can tell that is a transfer to chase from the chase logo on the reminder, the source account is listed.

-Rob

Coach Jon

Hello @RobWilk,

Thanks for the reply. I can see that it is only showing one side per your screenshot. If you can select 'Edit Series" using the 3-dot menu within Bills & Income, can you provide a screenshot of the following "Edit Series" window that pops up? We will want to confirm the details of the series.

-Coach Jon

RobWilk

Sure, it's a small transaction reminder, but these to me are essential for cash flow forecasting to be accurate.. The series has the original date, where the instance was edited

Coach Jon

Hello @RobWilk,

Thanks for the requested screenshot. I was unable to reproduce this issue on my side, unfortunately. Can you clarify how you specifically edit/reschedule these individual instances of the recurring transactions? Do you edit it from the reminder itself? Let us know!

-Coach Jon

RobWilk

I edit it from the reminders carousel, I press the three-dot-menu on the reminder and select "Edit Reminder" (not view series→edit series) and change the date. This works fine for non-transfer reminder, but seems to frequently cause issues for transfer (payment) reminders. I'm not sure it "always" doesn't work, I've been doing it more this week because i had a mix of planned and unplanned large expenses, and "was" trying to put off some payments (transfers) until payday a few days later. I wound up dipping into savings instead since this wasn't working in Quicken Simplifi, though i could've worked around it with more effort (i.e "Delete" the reminders and create one-time changed date reminders).

Planned & Unplanned "large" transactions in the current statement period:

Adobe Creative Cloud (Planned, though i wasn't sure whether to take the monthly or annual plan): March 20th: $716.79 (this is already paid off)

April 7: Mac Mini + Magic Keyboard + Magic Mouse + Magic TrackPad + USB-C Hub (Financed 12 month 0%): $1464 (Unplanned, but inspired by tariffs coming, and had a need for developing on a larger screen) - i've got the balance down to $1080 already ($90/month over 12 months).

April 9: (Planned) WDW Annual Pass after discounts/credits: $982.88 (this was intended to be used with Chase Pay Over Time, but that's not working, so i balanced things out so i can pay it off wednesday if needed, with Qiucken Simplifi's help)

-Rob

Coach Jon

Hello @RobWilk,

Thanks for the reply. I am still unable to reproduce this issue on our side. At this point, I would suggest keeping an eye out for future occurrences of this happening, and if it does, provide more information/evidence on the specifics of the issue. For example, I would provide the original dates of the reminders that you edited, as well as screenshots showing the original dates within the reminder carousel, as additions to what you have already provided, in the future.

Additionally, I would also avoid deleting any data provided while we are investigating the cause, as we need every bit of data we can get in order to escalate.

For the remaining instance, I would suggest deleting and recreating the next reminder instance by editing the series so that the one remaining anomaly is corrected and so that you can keep an eye on things moving forward! I hope this makes sense!

-Coach Jon