Recurring deposit reminder dropped from checking "register"

MikeBtp
MikeBtp Member
edited February 12 in Bills and Income

Every month about a week before a recurring deposit (income) is about to occur quicken drops the reminder from the checking account and so it looks like I'll be overdrawn that week or later. This has started happening in the past few months. Simplifi is starting to remind me of the buggiest software I used in the past, Quicken desktop for Windows.

Comments

  • Coach Jon
    Coach Jon Moderator admin

    Hello @MikeBtp,

    Thanks for reaching out! To help clarify your situation, can you let us know whether the recurring reminder disappears after it is linked to a transaction, or if it disappears at random? Additionally, Quicken Simplifi automatically links newly downloaded transactions to reminders and usually does a great job. However, there are times when some transactions are linked incorrectly. Is the reminder being linked incorrectly? Let us know!

    -Coach Jon

  • MikeBtp
    MikeBtp Member
    edited February 14

    Every month one or more of my Recurring Income Reminders gets dropped from the checking registry which then shows a negative balance. Even when I have corrected this one day the next time I go into Simplifi it is dropped again. Unbelievable!!!

  • MikeBtp
    MikeBtp Member

    It disappears at random but almost regularly with one recurring income (Social Security) that hasn't yet occurred. I just added another issue about this because I couldn't find this one to add to. A couple of days after I corrected the disappearing reminder (today) it was gone again.

  • MikeBtp
    MikeBtp Member

    Sometimes the reminder does get linked correctly but sometimes I have to do it manually.

  • Coach Kristina
    Coach Kristina Moderator admin

    Thank you for your replies,

    When did you first notice this issue? Is this happening in the web app, the mobile app, or both?

    Is it possible that the missing reminders are incorrectly matching to an incorrect transaction? If so, enabling amount matching may help. For more information, please see this article: https://support.simplifi.quicken.com/en/articles/9174873-amount-matching-for-recurring-transactions#h_465b65f031

    I hope this helps!

    -Coach Kristina