Recurring Transfer History does not display in the series details if the recurring amount is $0
I have a Lowe's credit card payment set up as a recurring transfer series for $0. We don't have a balance on that account every month, but I want the reminder to prompt me to pay it when we do. Also, with the new bill connect, I want the balance to show up in the cash flow once the statement cuts if there is a balance.
I noticed recently that when opening the series from one of the linked transactions that no history was showing. I originally tried unlinking transactions and relinking with no change. I just deleted the series and recreated it since there were only a handful of transactions linked so far and the history was still not showing after linking transactions. My two theories were that it was related to either being $0 or the bill connect feature. Since my other bill connect ones look right, I tested the $0 theory by changing the series to $0.01, and voila, the history appeared instantly.
I have a couple of recurring expenses also set at $0 and those show history correctly, so this appears to be isolated to recurring transfers for $0.
Comments
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Hello @Jenny T,
Thank you for letting us know that you're also impacted by this issue. While there isn't a Community Alert for it, I can see that the issue has already been reported. We do not currently have an ETA for when the issue will be corrected.
While waiting for the issue to be fixed, using a value other than $0 for the recurring reminder is the work around.
Thank you!
(SIMPL-20333)
-Coach Kristina
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@Jenny T, hello!
I'm checking open escalations, and I just wanted to let you know the ticket for this issue is still open and being worked on. We will continue to post back here with any updates.
Thanks for your continued patience!
-Coach Natalie
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Thank you for the update @Coach Natalie. Luckily using $0.01 recurring tran has solved my issues for now and is a low priority for me currently.
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@Jenny T, we've received an update on this issue, and our product team states it is no longer reproducible.
Let us know if things are fixed for you!
-Coach Natalie
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@Coach Natalie This is not resolved. I just changed my Lowe's recurring amount from $0.01 to $0.00 to test this and the history still disappears - the History shows "Blank Slate!" message instead of the actual transaction history. As soon as I change it back to $0.01 the history displayed again. One thing I did notice while testing is that the next reminder changes incorrectly when I change it to $0.00 as well. This transfer has Bill Connect enabled and the next payment due 4/4 has the correct amount when the series is set to $0.01. When I change the series to $0.00, the next reminder changes to 6/4 for $0.00 (i.e. skips the April & May reminders). This also resolves when changing the amount back to $0.01. I also tested and confirmed that the series match criteria does not appear to be a factor as I got the same results with Any Amount, Exact Match & Auto Match.
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@Jenny T, thank you for letting us know!
I have reopened the ticket and will continue to post back here with updates.
-Coach Natalie
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