Difference Between Deleting a Series and Ending a Series....

Mike T

Can someone tell me the difference between deleting a series and ending one? What is the impact of doing one versus the other and what is the use case of doing one versus the other? Thanks...

Coach Natalie

Hello @Mike T,

Thank you for taking the time to post your inquiry to the Community!

'End Series' can be used for items that have ended, such as a loan that you've paid off, as it will retain all of the historical data for that Series while discontinuing the Reminders. Deleting a Recurring Series will completely remove the Series, so you would not be able to go back and view the information contained within that Series.

I hope this helps, but please let me know if you have any questions!

-Coach Natalie

Coach Natalie

Hello @Mike T,

Lol, I'm just the one that takes care of our Community, and I'm very happy to do so!

What I'm referring to on the historical data is that you're able to see all of the transactions that have been linked to a Series over time by viewing the Series. The best way to view a Series is to navigate to Settings>Recurring and then select the Series that you'd like to view; here you'll see a "History" section at the bottom: 



I hope this helps, but please let me know if you have any further questions!

-Coach Natalie

Mike T

@Coach Natalie

Seems that you are the one that answers everything I post -- you must have lost a bet or drawn the short straw! 

One thing I was not sure of....what "historical info" is being referred to?  Isn't a series just a reminder every month that eventually gets linked to a transaction when it's downloaded?  It was not clear to me what historical data is contained in that.  Thanks... Mike T

Mike T

Got it!  Thanks!