Cannot Link Transaction to a Recurring Series

housetr
housetr Member ✭✭
edited September 5 in Managing Your Transactions

My Discover Card payment is due on the 16th of the month. I paid it on the 1st, Simplifi didn’t automatically connect it to the reminder. If I go to the reminder and select link to transaction, the payment transaction doesn’t appear for me to link to. Suggestions?

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Best Answer

  • jflores11
    jflores11 Member ✭✭
    Answer ✓

    @housetr This has happened to me. If it doesn't show up in the reminder screen, I'll go to the transaction itself and select the "Mark as Recurring." and select the recurring series it should be a part of. that usually solves it for me.

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