troubleshooting reminders and recurring series

Hello @ClaireD,

To better assist you with this issue, could you please provide more information? When you say they are dropping off for unknown reasons and disappearing from another month when you fix them, could you clarify where they are dropping off and disappearing from? For instance, are they vanishing from your Spending Plan, vanishing from the Bills & Payments screen, vanishing somewhere else?

What process are you using when you create the reminders and recurring series? For example, are you going through Settings > Recurring > +Add or are you using the Mark As Recurring option when looking at the Transaction Detail for a transaction in your register, or using a different method?

Is there any pattern to which reminders/recurring series are problematic? For instance, is there any specific frequency (monthly, weekly, every 3rd Wednesday, etc) that has these issues? Is this happening with connected billers, manual reminders, or both? What is the start date of the reminder/recurring series (is it in the past, current day, or in the future)?

For the ones that are not showing in your Spending Plan, are these transfers or categorized as credit card payments? By default, those would be excluded from the Spending Plan. If a reminder/recurring series is being excluded and you want it to reflect in the Spending Plan, you should be able to edit the reminder or series, and near the bottom of the Edit screen, you should see an option to check or uncheck the Exclude from Spending Plan box.

I look forward to your reply!