Recurring Edited Reminder Disappears (edited)

pastchief8 · February 17

When I edit the amount of the next transaction in a Recurring bill, the next time I connect to Simplifi it disappears. I have to manually add a new transaction for the same date, amount and category in order for it to show up.

This is a huge bug and needs to be fixed.

Coach Jon · February 17

Hello @pastchief8,

Thanks for reaching out! Can you please clarify what you mean by the recurring bill disappearing? Are you editing a specific reminder or the series itself? If you can provide a screenshot of the issue on your end, it would help us understand.

pastchief8 · February 25

@Coach Jon When I update the current months instance of a re-occurring transaction, it disappears from the projected cash flow transaction list. I have to manually add it back in for the current month.

EL1234 · February 25

I just saw the same thing yesterday, I think for the first time. I was editing a reminder in the series.

Coach Jon · February 25

Hello @pastchief8,

Thanks for the reply! If the reminder disappears from Projected Cash Flow after you edit it, can you let us know how you are editing it? Screenshots or a screen recording showing your process and the reminder disappearing would be helpful in this case.

Additionally, after editing the reminder, can you see the edited reminder in Settings > All Recurring? I checked this myself on my end and was unable to reproduce the issue described. Let us know!

pastchief8 · February 25

@Coach Jon All I did was change the amount for the current months reminder

Coach Jon · February 25

Hello @pastchief8,

Thanks for letting us know. Does this occur with a single recurring series or with multiple series? I would suggest ending the current problematic recurring series, which will retain all of the linking history for that series, and then creating a new recurring series to see if the new one presents the issue moving forward. Alternatively, you can delete the problematic recurring series instead of ending it, but doing so will lose your historical links to transactions. https://support.simplifi.quicken.com/en/articles/3625912-managing-recurring-transactions#h_8fd254df41

pastchief8 · February 25

@Coach Jon this is not a viable solution. If I change the amount it should "never" remove the entry I just changed. This is a bug in system. This never happened in Quicken.

Coach Jon · February 25

Hello @pastchief8,

Thank you for continuing to work through this with us. We definitely understand how frustrating this behavior is.

While we’re not ruling out escalation, we want to be transparent about what will be most effective in the short term. So far, no one on the Community Support team has been able to reproduce this behavior, which suggests something unusual or corrupted within the specific recurring series rather than a widespread product issue. When that’s the case, escalating it doesn’t typically result in an immediate fix, since there isn’t a reproducible scenario for our teams to investigate.

Because of that, the steps we’ve suggested, creating a new recurring series and using that moving forward, are the most reliable and efficient way to resolve the issue right now. This approach avoids whatever “funky” state the existing series may be in and should prevent the reminder from disappearing again.

If the issue does occur with a brand-new recurring series, please let us know right away. That would give us something concrete to escalate and investigate further. We appreciate your patience and willingness to try these steps, and we’re here if you need help setting up the new series or testing it.

Recurring Edited Reminder Disappears (edited)

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