Marking a reminder "paid" and then changing the date to the future makes the transaction disappear

ritaylor

I am paying my credit card bills today, Feb 15, 2026. When I enter a transaction for a payment scheduled for March 1st, 2026 the transaction is totally hidden

• it is not shown as a reminder in the reminder carosel
• It is not show as a pending transaction in the Transaction activity
• The impact of the transaction is not shown in either the balance or the projected Cash Flow

This leaves me in the situation where I have to manually calculate how much money I have left to pay other bills as there is no place to see.

I do not really understand the concept of not showing ALL tranaction activity in the Transaction Activity page regarless of date. That is reality

[edited title]

ritaylor

Let me expand on how I got to this point. I have a reminder for my credit card payments. I selected the payment that I wanted to make an clicked the three vertical dots. I then selected "Mark As Paid" which creates a transaction for me. However this transaction is dated for today. The payment is scheduled for March 2nd, the due date. The reason for not scheduling for today is I need the next paycheck deposited at the end of the month. To have the simplify transaction match reality I edited the transaction, added a confirmation number, and changed the date to March 2nd from Feb 15th.

When I save this is when the transaction disappears from all views and impact.

SRC54

Yep, if you mark a reminder as paid and future date it, it will disappear from the Carousel and not show up in the Cash flow chart. You can find it though in the Spending Plan as well as in Bills & Income.

@EL1234 and I discovered this before. It seems to be a bug. The workaround is to delete the transaction and then recreate it and then link it to the Reminder. Marking it as Paid only works right if you keep the date as today. It will though sooner or later show back up if you leave it alone.

You can read about it here:

https://community.simplifimoney.com/discussion/287/ability-to-mark-recurring-reminders-as-scheduled-paid-edited-19-merged-votes

EL1234

It's quite annoying for those of us who use the Cash Flow Projection feature. I hope they can fix it asap!

Has anyone submitted a bug report for it yet?

SRC54

@EL1234 I think this is a bug report.

We should have done it last week but I wasn't sure this was a live feature. It appears it went live to everyone and was never in Early Access. They did fix it right away to use today's date instead of the date on the reminder.

It is a mystery why it becomes a future reminder correctly but doesn't show up in the carousel or the cash flow graph.

EL1234

What's weird is that I entered a transfer transaction yesterday with a date in the future, and both sides do show in the reminders carousel. So it's not an issue every single time.

SRC54

https://community.simplifimoney.com/discussion/comment/65926#Comment_65926

Good grief. I've tested various times and it has never gone into the Carousel. I hope the coaches will look into this.

EL1234

Unless they fixed it yesterday! Who knows…

SRC54

https://community.simplifimoney.com/discussion/comment/65928#Comment_65928

LOL. Nope, I just tested it again. It seems that when it becomes a transaction, it doesn't really seem to change to a true transaction. Because there is no option to delink it from the recurring. All you can do is edit the series or delete it, which deletes that instance. I have to go to the next month, edit the series and then start it again for this month.

It's not designed for entering transaction and future dating it.

Edit:

Yep, it is a weird hybrid. I went back to my manual account where I marked as paid an Apple transaction for Apple Cloud. Even after two weeks, I can only delete it. I cannot delink it as it didn't actually create a transaction and link it. I hope this makes sense.

As you can see, it may match to a downloaded transaction, but this one won't because it's a manual account.

Now here is one I marked as paid around the same time in a connected account. As you can see, it linked and can be delinked.

So until it's truly linked to a transaction, moving it to a future date will put it back in limbo.

EL1234

Wow! Can you submit a bug report for that?

SRC54

@EL1234 This is a bug report made by @ritaylor. We're just expanding on it.

Oh, and I just took my transaction that was linked and moved it to tomorrow and it disappeared as well. So it doesn't matter if it is gets linked to a real transaction, if you move it to a future date, it isn't going to move to the carousel, at least not for me.

EL1234

Ah got it. Do we also need to chat with support, or is this enough to get it looked at? Usually they ask for all sorts of logs and screenshots.

SRC54

It wouldn't hurt if you want to chat with Support.

EL1234

When I can replicate it again :D