All My Recurring Transaction Series Disappeared!!!
In Business & Personal, I've been working on (and using exclusively) a new profile for over a month or two now, creating an entirely fresh start with Simplifi/B&P now that I've upgraded and plan (now only hope) to stick with it.
When I login to the profile/space I entitled "Fresh Start", which I do at least daily, all of sudden "All Recurring" is completely blank. No Bills. No Income. No past transactions associated with anything deemed recurring! I have no idea if I even have bills to pay tomorrow!!!!! I can't believe my eyes right now. No recurring bills, no recurring income. ALL GONE! Same across mobile, browser, and web app.
THIS IS A 911 EMERGENCY AND NEEEDS TO BE FIXED IMMEDIATELY. CALL OR EMAIL ME NOW!!
Comments
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This sounds like a huge problem.
Just to be clear, when you say "No past transactions associated with anything deemed recurring!" do you mean:
- that the past transactions for (formerly) recurring bills are no longer associated with a recurring series, or
- that such past transactions have disappeared altogether from the Transaction Activity lists?
DryHeat
-Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)1 -
All transactions appear to be there, just not linked to any recurring series anymore. And of course, when I go to All Recurring in my settings or dashboard, all recurring series that I've created are gone, both income and expenses.
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By chance, did you recently delete or re-add accounts? When you delete an account, i believe all recurring series associated with that account go away.
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Rob Wilkens - RobWilkens.com1 -
I don't think I've ever straight up deleted an account unless it was like a brand new account test or something. I always close accounts instead. And I don't recall closing or deleting anything. I hope these developers can revert this. So much lost.
Do I suck it up and give Quixken Classic another try even though it can’t even log into my Fundrise investment account? I just don't know. Simplifi, for better or worse, was the best replacement to Mint, IMO. And I got so excited when I found out about Business & Professional upgrade a few months ago.
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Might be worth toggling early access, to see if there is a bug causing it to not show in your version. I agree this situation your facing seems frustrating, and for me i heavily rely on recurring transactions for cash flow forecasting, i would have to scale everything back to minimum payments until i figured out what was missing.
I can confirm i am in early access QBP and have not lost my recurring transactions.
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Rob Wilkens - RobWilkens.com1 -
It was on at least in my mobile, which I imagine is the entire account. So I've toggled it off. I'll have to check in a bit on my computer if for whatever reason it stayed on there. Also give it a little time to propogate for a bit. Good troubleshooting step sir.
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@anold — "And I don't recall closing or deleting anything."
I would guess that your recurring series were probably linked to various different accounts. (Let me know if I'm wrong about that.) To lose all recurring series because of account deletion, you would have to have deleted every single account that had a linked recurring series. That seems unlikely.
DryHeat
-Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)1 -
if it is mobile app, you might want to try uninstalling snd reinstalling the app. It could be app data corruption. I primarily use the web app, where the other common fix is to try incognito mode which if successful means you might need to clear cache/cookies.
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Rob Wilkens - RobWilkens.com1 -
I’ll try that too. I’m usually on web app installed through Edge, and like I said the issue is across mobile, web app, and regular browser. Another good troubleshooting step though.
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I have gone through and toggled off Early Access, completely removed the mobile app, web app, cookies, etc. Still the same issue, all of my recurring series in space/profile "Fresh Start" have disappeared.
Well…might as well make sure the admins know at this point, a fun situation to start their Monday morning and work week. I'm praying this can take a priority position on one of their schedules. And in the event I'm unavailable for some reason when ya'll come online, I'll just put it out there: If the devs have the power to take my accounts/profiles back two days, let 'em do it. Because I know I had these recurring series as recently as yesterday, maybe the day before at the earliest [removed]
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Some additional questions prompted by the idea that there might be conflict between profiles. (I know… there should not be.)
(1) Does your previous profile (from before "Fresh Start") still exist?
(2) Were any recurring series in that previous profile?
(3) If so, were any of them related to the same bank accounts that are linked in "Fresh Start"?
(3) If so, do those old recurring series still exist or did you delete them?
DryHeat
-Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)0 -
They still exist as far as I can tell. The Fresh Start approach allowed me to really scrutinize each one and whether I needed it or not. So in totality, I can’t say whether the original profile was effected at all, but it appears to be good enough and not tampered with at the moment
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Hello @anold,
Thanks for reaching out! This is certainly a strange issue. I am not sure why all of your recurring series would have disappeared/been deleted. To clarify further, when did you notice this issue? Were you doing anything at the time that may have triggered this issue? Or did you sign in one day to discover this change?
If you can provide logs, this would help us further troubleshoot what may have happened as well!
- Log into the Quicken Simplifi Web App.
- Select Profile from the left-hand navigation bar.
- With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
- Leave all boxes checked, add a brief description of the issue, and then click Send.
-Coach Jon
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I appreciate you reaching out earlier this morning. I have performed your request (Alt so the version shows) on the affected profile and sent a brief description (I think you only get 200 characters?). If you could follow up with the development team, I would be forever grateful and in your debt (pun intended). "report created - reference id 508613759514035458" is what popped up.
I believe I noticed the issue maybe 30 minutes before I made the decision to come to the Community and post a thread, so sometime 10/18 (looks like I can't see the time I posted, only the date?). I'm on B&P daily, making adjustments, tweaking, updating/adding/removing accounts, series, profiles, tags, notes, etc when an event calls for it. I can't fathom what I would have done that deleted my entire Recurring Series on one of my profiles, and in particular, my main, center-stage, most important profile.
I'll reiterate one thing I already posted, in the event it expedites the tech side: If the devs can push my profile and/or entire Quicken account back to a prior point in time, 10/17 or 10/16, just do it. I can't let this go on much longer. I have put way too much time, effort, and trust into this software, and this has already lost me money and time unfortunately.
I have a feeling this forum may restrict any contact information I mention (just a hunch), so please direct message, call, text, email, whatever you must do to get in contact with me a.s.a.p. Any contact method is completely acceptable to me!
Respectfully,
Adam N.
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Hello @anold,
Thanks for the reply. You mentioned that you have been adding/removing/updating your accounts in this space. When resetting your account connections or disconnecting/reconnecting the accounts, did you receive a pop-up that identified recurring series at all for these accounts? I ask because if a user receives this pop-up and then selects the option to not add the identified recurring series, this may cause the issue you are seeing here.
I can report this to my product team to see if the data can be restored in any way, but the faster solution would definitely be to recreate the missing recurring series.
Let us know!
-Coach Jon
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@Coach Jon Thank you for your response.
Yes, I recall seeing something similar to what you're describing, and I likely answered them as a reasonable, rationale human would. I'm not clear how that could erase weeks or months of setting up and detailing specific recurring series with appropriate tags, notes, tax classifications, etc, potentially on an entirely different profile?
I hope your devs have the leniency and bandwidth to restore at the account, profile, or series level (doesn't matter to me which one), by the end of the day.
What have they told you so far since receiving the "feedback" information?
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Hello @anold,
Thank you for the information. This issue has not yet been reported, as we still need to determine which solution is best for you. I understand the importance of having up-to-date information for your finances.
As for the option I mentioned previously, by selecting not to add the identified recurring series upon resetting or reconnecting an account, this can remove the series like you are reporting.
I must inform you that we most likely will not not be able to restore your data by the end of today, even if our product team can restore the data, as these matters can take time to resolve once reported. Therefore, I suggested that a quicker solution would be to recreate the recurring series. Please let us know which option you would like to pursue!
-Coach Jon
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@Coach Jon Thank you for your response.
I'd rather not re-create, I don't know how many I made, 20, 30, 40+ recurring transactions, all tied to specific accounts, businesses, custom categories, custom attributes. It took an extremely long time and conversations with my CPA to begin dialing it all in.
I apologize for my ignorance, but I'm still confused. I didn't reset or reconnect a bunch of accounts (or all of my accounts) or anything like that. If I did reset or reconnect or connect an account or two, it shouldn't destroy every single recurring series in one of my Spaces (apologies that I've been calling them Profiles up until now).
Me re-creating may not be the quicker solution here, kind sir. I appreciate you.
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Hello @anold,
Thank you! I only mentioned it due to a previous reply from you stating updating/adding/removing your accounts in this space. If you still would like to proceed with reporting this to our product team, we definitely can. Please also remember that I will not be able to give an ETA on a resolution as it is worked on.
To get this issue reported, may we have the web browser and operating system you are using along with their respective versions?
-Coach Jon
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Win 11 Enterprise, whatever the newest version of Edge was at that moment. I was able to copy "Version 141.0.3537.85 (Official build) (64-bit)" before Edge auto-updated just now, so maybe that.
You're an angel sent from heaven. @Coach Jon
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Not sure if you get notified of mentions when the mention gets added as an Edit to a post so just double-downing @Coach Jon
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I have run in to the same issue in the past when re-linking (or resetting, or something, I don't recall exactly) my accounts. I assumed that since my series were already created, I didn't need to tell Simplifi that Yes, I would like it to create them again. Luckily it was just one account and wasn't too many so I recreated them manually as I noticed them (and tried not to rely too much on my cash flow projection for the next month or two until I had gotten them all back).
I really think that the message in that box needs to be updated to say that if you already have these series created and would like to keep them, click yes, and if you click no, the existing ones will be deleted.
I don't remember exactly what I did to trigger this issue or when this happened but I definitely discussed it here in the community at the time, since I was in the process of troubleshooting an issue (it might have been the Chase account balance issue that was resolved a few months ago). I'll see if I can find it.
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I can't find it but I wonder if it was in this thread which I can't open anymore https://community.simplifimoney.com/discussion/10633/updated-11-11-24-multiple-fis-account-balance-missing-transactions-issues
Actually nevermind, I found it here:
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FWIW, every quarter or so I print out a PDF list of all my recurring series and save it in case something gets damaged. It's a pain to do because Simplifi doesn't provide a way to print such a list.
To get the list, I screenshot each page of the Bills & Income | All Series | All Active list (see below) as I page down through it, then combine all the screenshots in a dated PDF. That gives me enough information to recreate whatever series gets messed up. (Name, amount, next date, frequency, Account, Category, and type)
DryHeat
-Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)1 -
@DryHeat - Good call. I think I need to be more vigilant with this app. Sidenote, your signature says you stopped classic back in 2020, switched to CountAbout (never heard of it), and then switched to Simplifi (assuming Business & Personal upgrade too?). Would you be willing to briefly explain your transition, like why'd you leave each?
@EL1234 - Yes, if deleting series is what's "supposed" to happen when those dialogue boxes pop up, the wording needs to be updated. It's either that, or I must be misunderstanding the concept of having different "spaces", because that might be where this is coming from too, not sure yet. @Coach Jon What's your opinion?
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@anold — "Would you be willing to briefly explain your transition (between programs)?"
In the 1980s, when computers ran on steam, I programmed my own very primitive checkbook application. I left it for Quicken because I wanted something with a better interface (that I did not have to maintain).
I left Quicken because (1) I wanted to download transactions from my Canadian bank accounts as well as my US accounts, (2) I needed access from multiple locations and so had to keep my data file in the cloud anyway, and (3) I got tired of updating the app in whatever location on whatever machine I was using at the time.
I left CountAbout because, although it would download from both US and Canadian banks, it had little else to recommend it. It was pretty simplistic, and the interface was not very sophisticated.
I chose Simplifi because it would download US and Canada accounts and because I really like the way the Spending Plan operates. Some people find it hard to get their heads around, but for me it clicked immediately. I've never really used the budgeting features of previous software because they required a level of detailed projection that I find unrealistic in my circumstances. The Spending Plan is simple but revealing.
I now use QBP, primarily for the Spaces. I keep simple records for a small non-profit, but that could have been done in regular Simplifi. The Spaces allow me to keep things separate and to share the non-profit books with other corporate officers (important for financial integrity).
Perhaps that wasn't as brief as you would like, but that's my story.
DryHeat
-Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)1 -
That's a really smart idea!
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@EL1234 The same thing happened to me one time too. And the wording does need to be better. Even those of us with lots of experience get it wrong sometime, and I had to recreate a lot of recurring, and I even went back and re-linked all the transactions. But I am somewhat OCD.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)1
