How do I stop the automatic detection of recurring transactions?

MelodieB
MelodieB Member
edited April 1 in Troubleshooting

I like that Simplifi automatically detects recurring transactions. But only at first. Now, every time a bill is a different amount, it creates a new series! Or if the usual date is on a weekend so that the actual date is on the Monday after, it creates a new series! Or if the payee name is just a little different than the last one, it creates a new series!

My Recurring Transactions section is a mess! I just cleaned it up two weeks ago, but it did it again.

I think the only way to fix it is to stop the detection all together. Surely there is an option to do that? But I can't find it if there is.

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Best Answer

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    Answer ✓

    I think there is a checkmark and an X, if you click the X when it detects, it shouldn't create a new series.

    The detection algorithm needs some tweaking, maybe your specific feedback above will help support know what needs to be improved. You're not alone in being frustrated with automatic detection, others (myself included) have also seen issues.


    Rob Wilkens

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