Subscription/Bill

amalthya

I currently have a number of transactions that have been tagged "bills' when they are in fact subscriptions, and they don't show up when I try to add them to Subscriptions. It would be nice to be able to tag in a bill when you edit the Series that it is, in fact, a subscription

Coach Natalie

Hello @amalthya,

Thanks for posting!

I went ahead and moved this out of Feature Requests as it sounds like something that is already available in Simplifi and may just need some clarification. With that being said, first, where are the transactions in question being tagged as a 'Bill'? Are you seeing this in your Spending Plan, or are you using a Tag on the transaction itself?

If you're looking to change a Recurring Series from a 'Bill' to a 'Subscription', this can be easily done when creating the Series, as well as when editing the Series:

For more details on changing a 'Bill' to a 'Subscription' or vice versa, please see here. And for more details on creating and editing Recurring Series' in Simplifi, please see here. 

I hope this helps!

-Coach Natalie