'Planned spending' Expense series that were completed deleted are reappearing in future months

jtri1001 Member
edited April 2023 in Report a Bug

Under ‘Spending Plan’ → ‘Planned spending’ → Expenses (cards)
I have deleted an entire series of an expense (e.g. one called “Auto") and confirmed after deleting that it did not appear in future months. Seemed to work just fine, but then after a while, that expense series (and other previously deleted expense series) reappeared in all my Planned Spending months including future months… Has happened multiple times recently, and I have to remove the series all over again.



  • Flopbot
    Flopbot Superuser ✭✭✭✭✭


    Just to make sure. If you delete it from Spending Plan>Planned Spending using this button, it ONLY deletes if from the current month…

    If you delete it from Settings > Recurring using this button, it deletes it from EVERY month.

    Are you sure you delted the entire series or just one instance? The difference threw me for awhile until I realized that clicking “Delete Reminder” wasn't going to kill the entire series.

    If you indeed, clicked Delete series, then yeah, that would likely be a problem that Simplifi would need to get involved in.

    Quicken Desktop user since 2014.
    New to Simplifi in 2021.
  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    I think ‘planned spending’ and ‘recurring’ transactions are different things.

    Rob Wilkens

  • DannyB
    DannyB Superuser ✭✭✭✭✭
    edited March 2023

    @jtri1001 This is not an unknown problem. It happened to me awhile back.

    Is this what you are experiencing? I thought it had been resolved.

    [corrected user tag]

    Simplifi user since 01/22
    Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
This discussion has been closed.