Yearly reminders pushed out until next year, or changed to monthly reminders

System

This discussion was created from comments split from: Expand "Upcoming" and "Past Due" in Transactions List [edited].

koikoi

@Coach Natalie,

Id like to follow-up on this again. After some additional time using the app and using the Spending Plan as you suggested, this still isn’t giving me what I need. For example, I have annual HOA dues and vehicle taxes that are due every January.

When I first started using the app, I setup ALL of my recurring monthly and annual bills in the app. These bills that I mentioned have to be paid between January 1 - January 30. I set them up as a reminder for every January 1 so that I have a look ahead for the month and the flexibility to pay them anytime through the month. As I am doing my bills today, I no longer see either of these bills. They are not shown in my Spending Plan or in the Upcoming View as a past due payment. I did go to Recurring, and it now shows both bills as due next year, even though I haven’t paid this year.

So now I am finding that the app is not all encompassing and I have to set up reminders outside of the app because the app isn’t keeping all of my reminders and bills after that two week period that I initially told you about. This is upsetting because I had high hopes that this would be THE financial app and that I would no longer need to be tied to my computer to use Quicken Desktop. I also spent a lot of time setting the app up so that I have all of my bills, subscriptions, and reminders in here.

Additionally, while checking the Recurring section in the mobile app, it appears that all of my annual recurring bills have changed to monthly instead of annual. I have to go to the desktop to fix it because the mobile app will not allow you to have a zero dollar amount in a reminder. (I use zero when I don’t know how much something will cost me year to year.)

Lastly, I am finding that all of my recurring bills are not always matching up when they are posted to the app. I have to manually match them.

Sadly, if these issues aren’t fixed, I may have to find another financial app. What may seem as minor issues can cause me (and others) to miss a bill. I shouldn’t have to keep a separate bill reminder outside of the app just because the app can’t keep up with all reminders, which is what I am finding that I have to do.

Coach Natalie

Hello @koikoi,

Thank you for posting to the Community, although I'm sorry to hear that you're experiencing these difficulties with your Recurring Reminders in Simplifi.

Do you have screenshots that you can provide, by chance, so that I can get this behavior reported? It would be really helpful to see a screenshot of the Reminders that got skipped until next year, including the History at the bottom showing that there were no transactions for this year that got linked to the Reminder.  It would also be helpful to see a screenshot of the yearly Reminders that are now set to monthly.

Thank you,

Coach Natalie

koikoi

Hi @Coach Natalie ,

Is there a way that I can send you screenshots privately?

Coach Natalie

Hello @koikoi,

Thanks for posting back!

I have gone ahead and sent a message to your Community Inbox with details on how you can send the screenshots to me privately.

Thank you,

Coach Natalie

Coach Natalie

Hello @koikoi,

Thanks for providing the screenshots!

Just to clarify everything, the Recurring Series for vehicle taxes and for the HOA dues were originally set up as yearly for January, however, this January you noticed that not only were the Reminders skipped, but that both Series had reset themselves to monthly, correct? 

Also, in regards to the third issue, do you have a screenshot that you can provide of the Recurring Series for the January 26th Reminders that are not being displayed in Upcoming? If so, please send that the same way as the others, and I think that's all that I need to get these issues reported.

Thank you!

-Coach Natalie

Coach Natalie

Hello again @koikoi,

Actually, also, do you use the Simplifi Web App at all, or just the Mobile App? If you use the Web App, would you mind checking to see if these issues are also presented there?

Thanks!

-Coach Natalie

koikoi

Hi @Coach Natalie ,

That is correct for the recurring series for one of the vehicle taxes and for the HOA dues that were originally set up as yearly for January. The other two vehicle taxes are scheduled for April. They all rest themselves to monthly. The Jan vehicle tax and HOA reminders were skipped. This was in the mobile app.

I included the screenshots for the third issue. If you didn't receive them, I can send them again. It should be screenshots 5, 6, and 7. You will see Jan 29 and not Jan 26 because they dropped off.

I use the web app also. The third issue occurs in the web app. The recurring reminders being skipped occur in the web app. I can't account for the yearly being set to monthly just yet in the web app. I reset those reminders in my phone app today and didn't check first.

Let me know if you need anything else. Thanks so much!!

Coach Natalie

Hello @koikoi,

Thanks for confirming everything!

In regards to the screenshots, I received all of them, and for 5, 6, and 7, all those ones show me is that the Reminder is being skipped in your Upcoming and in your Spending Plan. I need a screenshot of the actual Recurring Series, showing that it's set for the 26th. It looks like 6 and 7 may be almost a duplicate, so maybe there was a mishap in sending. 

Also, just to make sure that I have everything fully lined out for my Product Team, you then have three Recurring Series for vehicle taxes, correct?

Please let me know if you have any further questions about the screenshots!

-Coach Natalie

koikoi

@Coach Natalie - It's me again!

I forwarded additional screenshots for the Recurring Series that is scheduled for the 26th.

Yes, I have three Recurring Series for vehicle taxes.

Thanks!!

Coach Natalie

Hello @koikoi,

Thanks so much for the additional screenshots!

I have gone ahead and gotten all of this reported, and will be sure to post back here as soon as any updates become available!

-Coach Natalie

QWA-8516

koikoi

Hi @""Coach Natalie" ,

I do have additional information to report. In regard to the annual reminders in the mobile app that we discussed, I was able to see their behavior in the web app. After I changed all of the monthly's back to annual in the mobile app, I looked in the web app and they were set to "custom" instead of "yearly." I will forward those screenshots as well. I hope this helps.

Coach Natalie

Hello @koikoi,

Thanks so much for the additional information -- I've added this to the Bug Ticket!

-Coach Natalie

Coach Natalie

Hello @koikoi,

Thank you for your patience as this issue is being worked on!

I wanted to check back with you to see if you're still experiencing these issues with your Recurring Series' in Simplifi? A lot of changes have been rolled out to the program, so I'm hoping that you've seen some resolution on this.

Please let me know, thank you!

-Coach Natalie

Coach Natalie

Hello again @koikoi,

Were you able to take a look at this, by chance? Please let me know, thank you!

-Coach Natalie

Coach Natalie

Hello @koikoi,

I just wanted to reach out to you one last time before closing out the escalation -- please be sure to let me know if you're still seeing an issue! 

-Coach Natalie

Coach Natalie

Good morning @koikoi,

I did want to let you know that I went ahead and closed out the escalation, however, please be sure to let me know if you continue to see the issue, and we can re-open the Ticket as needed.

-Coach Natalie