Recurring bill not linking to a transaction

kscooley
kscooley Member ✭✭
edited November 2021 in Bills and Income
Trying to figure out why a recurring "bill" won't link to a transaction.  This would be the 3rd transaction since creating the "bill" and the first two transactions linked automatically.

We send money to our daughter at college to help with gas & groceries.  The transaction category etc are exactly the same as the "bill" set up.  When I go to Link to an Existing Transaction, it doesn't show up in the pop up despite being listed in Transactions.  A bit frustrated and I don't know how to get it to link if the transaction won't show up in the pop up.

Any ideas?
Karen
New to Simplifi as of Nov 2021
Ultimate Goal: Liveaboard Sailing

Best Answer

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓
    Hello @kscooley,

    Thank you for posting to the Community regarding this issue, although I'm sorry to hear that you're experiencing difficulties with linking a transaction to a Recurring Reminder.

    The most common reason that a transaction would not be listed as available to link a Reminder to is if the associated Recurring Series is set up using a different account than the one that the transaction resides in. More details on this can be found here.

    Otherwise, if the transaction is manual, or if it's already linked to something, this can also cause it to not be listed.

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

    -Coach Natalie
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