Recurring Bill Series: Updating Series not Updating Individual Transactions
When updating an existing Recurring Series, the individual future Transaction Reminders are not reflecting the updates to the Series. (This is occurring for both Spending Plan and Reports toggles. The below example/explanation focuses on one toggle to simply the issue)
My specific issue has been with the Exclude From toggles. I originally excluded [Example Bill] from the Spending Plan (box checked, and then updated the Series to include it (box unchecked).
I looked at future Transaction Reminders from several months, and the Transaction Reminders are still showing the [Example Bill] Excluded from the Spending Plan.
Method for Updating Series:
Bills & Payments > All Recurring > [Example Bill] … > Edit Series > Uncheck Exclude from: Spending Plan
Method for Checking Future Transactions for Update:
Spending Plan > [Example Month] > Expand Category Containing Example Bill > Edit Reminder
The attached photos include:
Original Edit Series modal with Spending Plan checked
Updated Edit Series modal with Spending Plan unchecked (note the Update button is faded, meaning the update was successful)
Transaction Reminder view from the Spending Plan landing page (shows Exclude icon)
Edit Reminder modal showing Spending Plan is still Checked
Supplemental info below:
I tried refreshing the page with the Simplifi refresh button
I tried refreshing the page with the Browser refresh button
The [Example Bill] is categorized as a Transfer / Credit Card Payment, but I am experiencing this issue with Bills, Subscriptions, and Transfers / Credit Card Payments
Best Answers
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@bdjekel, thanks for reaching out to the Community!
When we've seen behavior like this pop up in the past, usually deleting and recreating the Recurring Series will clear things up. I'd suggest giving this a try with one of the Recurring Series to see if things then reflect properly for you in the Spending Plan. If it works for one, you can proceed with doing the same for the rest of them if you'd like.
Otherwise, I'd suggest contacting our Support Team directly for more advanced assistance and a potential escalation:
Feel free to post back with the results in case it helps other users!
-Coach Natalie
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Deleting and recreating worked! Thank you for your help.
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Answers
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This issue sounds similar to a bug reported yesterday. See link below.
I wonder if the two recurring bill issues are related.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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