Connecting this month's recurring expenses to previous months' recurring expenses in SP (edited)

Question

Hello! I had an error for a few months where Simplifi was not pulling transactions from one account. That has been fixed; however, the break caused unexpected results. Some recurring expenses established before the break disappeared from the Spending Plan.

My goal now is to correct the past 6 months of my Spending Plan so that each category contains an accurate prediction based on accurate historical data.

The problem is that I can't connect past months' transactions to current series. I can create a new series or edit the start date of a current one, but in both situations, I cannot make the start date earlier than today. That is preventing me from correcting historical data.

For example, I can create a new series in a past month (say, "Life Insurance" for May 2026), but it does not connect itself to the same series in subsequent months. And, when I open a more recent month's recurring expense (say, "Life Insurance" for June 2026), it does not give me the option to add or connect previous months' expenses to that series. So, when I open bills for July 2026, there are two reminders for Life Insurance: one series that is connected to the May bill, and one series connected to the June bill.

I realize I could simply delete the May series and its July reminder. But, as my goal is to have accurate 6 month data, I want the May transaction (and eventually April, March, and February) to appear when I open the July series—it does not.

My first thought is, "Am I missing something?"

My second thought is, there are a few solutions that could help here:

(1) Make a "merge series" option to connect/merge/link series (I want to say I've done this before, but if such an option exists, it is not appearing for me right now).

(2) When creating or editing a series, allow it to start in the past so past months' transactions can link to the correct series.

(3) Allow users to link past months' transactions to a series. In Bills view, when I click the three dots on a reminder > View Series, there is a list of transactions at the bottom. I'd love to see a "link more transactions" button or something like that.

Is there something I can do right now to fix this? What am I missing? Does this need to be a feature request? Help please!

Thank you!

SRC54 · Accepted Answer

This may not be much help, but you can connect past transactions to current recurring reminders.  Once you have the reminders set up, just go back to the transaction list and open the transaction edit box and mark as recurring.

In fact, I created a new one yesterday and I am going to connect past transactions back to January.  I've done April, May and June.  I lost this history when I lost my Apple Savings Account.

Coach Jon · Accepted Answer

Hello @mmmartian,

Thank you for reaching out! After reviewing your post, it sounds like the way to resolve this issue is to locate or enter the transactions, if they are not already entered, and then link them directly to the correct recurring series from the transaction itself.

You can select the 3-dot menu to the right of a transaction, and then select "Link to existing series" to accomplish this.

I hope this information helps!