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Can End Date be set for Recurring Series?

wornmj Member
My CC allows me to create "Plans" to pay a large expense over 9, 12, 18 months, etc. Each month there is a recurring "Plan Fee." I have the fee as a recurring transaction but am unable to set the End Date (so it will end when the plan ends in e.g. 9 transactions (or 9 months from now)).

Best Answer

  • DannyB
    DannyB Superuser ✭✭✭✭✭
    Answer ✓
    Hi @wornmj
    When you set up the recurring transaction didn't you have the choice to set and end date?  If you are using the mobile app you have to tap on "Advanced" at the bottom of the screen to get to the "End Date" option.
    Simplifi user since 01/22
    Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
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