Don't run Recurring Transaction Detection when connecting or reconnecting account (edited)

UrsulaA
UrsulaA Superuser ✭✭✭✭
edited September 12 in Feature Requests

This morning my credit card disconnected from Simplifi. I made the account manual and I re-linked the manual account to the connected account.

I got prompted to create a recurring series, which I already had. I skipped the prompt and unchecked the recurring series and I got my recurring series deleted. I had to recreate the recurring series and re-link associated transactions to it.

Now, as users, we need to remember to review the recurring transaction prompt and check the boxes to keep our existing series in Simplifi. The app detects the existing recurring series and does not create duplicates.

I propose not running recurring transaction detection when connecting or reconnecting an account. The result will be to leave current recurring series data untouched.

Simplifi User Since Nov 2023

Minter 2014-2023

Questionable Excel before 2014 to present

2 votes

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