Ability to un-cancel/reopen an Ended Recurring Series (edited)
Deleting the cancelled series and creating a new one is not feasible as there is no way to bulk assign transactions to a new recurring series (must be done one by one) to link the history.
A recurring series "pause" feature would also be nice for this situation, but the ability to un-cancel a series would also help if a recurring series is cancelled by mistake.
Comments
-
Hello @JayT,
Thanks for posting your request to the Community!
You may also consider adding your vote and feedback here: https://community.simplifimoney.com/discussion/2102/ability-to-pause-skip-payments-in-recurring-bills-subscriptions/p1?new=1
-Coach Natalie
1 -
Can we have the ability to disable recurring reminders (short term / long term) without deleting them? - - - Maybe an "[ ] enabled" checkbox which is checked by default.
Example use case: Government funding stops, and government income needs to be cut off for an undefined period. OR maybe i just want to experiment with what happens to cash flow if i stop individual recurring reminders, but may want to re-enable them.
—Rob
—
Rob Wilkens0 -
Hey @RobWilk!
Do either of these existing Ideas cover what you're looking for?
-Coach Natalie
[removed link to merged thread]
1 -
The un-cancel one might be effectively the same, I'll add my vote to that if i haven't already.
—
Rob Wilkens1 -
Adding a comment to push this back to the top. This would be a very useful option.
Occasionally, I'll take advantage of a free offer or something from streaming services like this, watch what I want to watch, and then shut them down again since their monthly fee isn't in the budget.
It would be useful to have a "Restore series" option here. This would allow me to preserve the history instead of having to create a brand new Recurring Series the next time I spool up Paramount+. Then I could see when I had them last and how much I've wasted on them over the years.
Chris
Quicken Desktop user since 2014.
New to Simplifi in 2021.0 -
The easiest option would be to allow for closed recurring series to be reopened. Failing that, I'd suggest a toggle between active and closed recurring series when you go to link a transaction to a series.
I have a recurring series that I have to add as a new series because it stops periodically and, while I can see which is active due the active series being blue and the closed series being gray, a toggle would prevent miscategorization of recurring series.
0 -
I'd like the same. That way, ending a series would act more like a "pause" and allow us to resume them when needed.
1 -
Would really appreciate this… Now, I have to create multiple reoccurring series and no way to merger them later :(…
And no, the ability to pause or skip an item in the schedule doesn't address this. I want the ability to look at ALL my ACTIVE recurring series… and not have to keep a handful around just in case I might want to subscribe to them in a year or more from now.
0 -
I will vote for this as well. And I wouldn't mind being able to re-open closed accounts. It happens sometimes.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
Microsoft Money (Windows) 1991-2009
Dollars & Cents (DOS) 1987-19910 -
Yes, Google Play and streaming services let you pause a subscription. Simplifi should be the same.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
0 -
i think it would be great if we could reactivate cancelled bills/subscriptions instead of having to create a whole new one if we re-subscribe/re-sign up for the same bill/subscription.
for example, say i had a netflix subscription so I created a subscription under bills & payments but after a few months i cancel the subscription so i also cancel it also in the bills & payments section as i no longer need to track it. then some time later I decide to re-subscribe to netflix again. currently I would need to create a new subscription under bills & payments if I want to start tracking the sub in the spending plan instead of just reactivating a cancelled bill/subscription in bills & payments. it would avoid potentially multiple duplicates of the same bill/subscription and less clutter in that section.
[Merged Post]
0 -
This request already exists and has 20 votes. Check it out. With more votes, the chances for consideration rise.
Ability to un-cancel/reopen an Ended Recurring Series (edited) — Simplifi (simplifimoney.com)
[Merged Post]
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
0 -
@UrsulaA I am terrible at searching for similar threads apparently 😅 thank you!
[Merged Post]
0 -
this would be great! it would be so helpful if we could pause a bill/subscription or restore a cancelled one
0 -
Well this morning I went in to update my recurring series for my lawn service and found it was cancelled. I must have entered an end date without thinking about it. Normally I just have it every two weeks and come October I change the next occurrence to March, which is what I intended to do.
So I deleted the Cancelled Series since it won't let me re-start it. 😧 I created a new one and had to go back over the last 3 years to relink every transaction to the series. I had to do this because it through off my past Spending Plans! I now have the next occurrence set for March 18. And will TRY to remember not to set an end date. If there is a better way to do this, please let me know.
I see no reason not to be able to un-cancel recurring or re-open a closed account. I upvoted this a while back. I would upvote it 10 more times if I could. @JayT
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
Microsoft Money (Windows) 1991-2009
Dollars & Cents (DOS) 1987-19910 -
+1, I found some that were marked cancelled (no idea why), so would like to see this as well.
0 -
@budgetj75 That happened to me recently because I had marked an end date meaning that it would end on first Tuesday in October but I planned to restart it in March. I had to redo the whole series. It was my fault. I too was surprised initially when i saw it had been canceled. I don't say you did that but I post as a warning to others.
What I have to remember to do is after my last one in October, I set the next instance for March. I suppose I could have a series every Spring but that seems kind of repetitive. I am sure that is what the Simplifi folks intended. 😀
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
Microsoft Money (Windows) 1991-2009
Dollars & Cents (DOS) 1987-19910