Add a configurable date range for matching recurring bills in Simplifi

gavalos8

I would very much appreciate if I could specify a date range for a recurring bill similar to how I can specify a cost range. I have bill payments that often differ by 2 - 4 days each month (jan 28, feb 26 march 30, etc), and I often have to manually match the transactions to the recurring bill. This is not a huge problem, but it would be extremely convenient to have.

DryHeat

@gavalos8

Are you trying to allow matches that aren't happening or prevent matches that are happening?

If you are trying to allow matches, Simplifi will already match bills with transactions that are not on the exact date of the recurring bill. (Although how far off that date they can be is unknown, at least to me.)

If you are trying to prevent a bill from matching with transactions outside a certain date range, I think that's a good idea and you might want to clarify it. I have had bills erroneously match with transactions that are too far away to be a reasonable match and there currently seems to be no way to prevent it.