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Why did you delete all my recurring txn series (edited)

LoadedMule Member
edited August 2021 in Report a Bug
There isn't much worse than wasting someones time.  I connected my bank's checking and savings account and then spent two freakin days getting all my recurring series organized.  Then I go back to connect my credit cards, which are accounts from the same bank.  After connecting you prompt me to choose which accounts from the bank to add to simplifi.  I choose do not add on the checking and savings (because they are already added).  I choose add to simplifi for two credit card accounts.  Should be done right?  But no you then prompt me to choose recurring bills that you have "helpfully" determined.  Well those are already in my simplifi so I de-select ALL of them.  Then I hit continue and you blow away every freakin thing I did over the previous two days.  Terrible!


  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @LoadedMule,

    Thank you for taking the time to post to the Community regarding this issue, although I apologize that you experienced this behavior in Simplifi and for the frustration incurred.

    When testing this, I was able to replicate the same behavior and it definitely seems funky to me, and would also be super frustrating had I put a bunch of work into customizing any of the Recurring items that were found the first time. With that being said, I am researching this a bit further to make sure that it's not by design and to get it reported accordingly so that it doesn't continue to happen in the future. 

    Hopefully you were able to go back through and get things re-setup; that's honestly what I would recommend doing at this point so that you can start fully using Simplifi. However, please be sure to let me know if you continue to see any issues. :smile:

    -Coach Natalie
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