Recurring

Discussion List

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  6

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  Keep recurring name separate from payee name (edited)

  Active Stranger0715 54 views 6 comments 6 points Most recent by TwelveSilverPennies August 28Feature Requests
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  Logos for Recurring Series: Share your feedback here!

  Announcement Coach Natalie 274 views 22 comments 0 points Most recent by SRC54 August 20Early Access User Feedback
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  Upcoming Expenses Report?

  Answered ✓ Smohrman 68 views 4 comments 0 points Most recent by Coach Natalie August 18Using Reports
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  29

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  Set Recurring Series Amounts Based on Time of Year, Average Amount, Etc. (edited)

  Active Flopbot 573 views 16 comments 29 points Most recent by MishaM August 16Feature Requests
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  8

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  Ability to distinguish automatic payments vs. manual payments in the Upcoming section (edited)

  Active Marsha Whitney 84 views 3 comments 8 points Most recent by sea_compgeek August 8Feature Requests
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  Incorrect "expected bills" amount in 'bills to income percentage' notification email (edited)

  Bartman682 139 views 11 comments 0 points Most recent by Coach Natalie August 3Report a Bug
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  Adding split transactions to a series

  drcolace 78 views 8 comments 1 point Most recent by SRC54 August 2Bills and Income
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  12
  Logos for recurring WITHOUT bill connect

  Completed Closed Arun 174 views 9 comments 12 points Most recent by Coach Natalie July 27Feature Requests
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  New Feature Alert: Logos for Recurring Series!

  Announcement Closed Coach Natalie 341 views 0 comments 0 points Started by Coach Natalie July 27 Updates From the Product Team
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  Recurring Income Transaction Does Not Post with the Exclusion Settings Set in the Series (edited)

  Closed pastchief8 99 views 9 comments 0 points Most recent by SRC54 July 19Troubleshooting
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  How to set up a monthly recurring transaction that has a fixed amount and variable

  Answered ✓ Closed CHC 98 views 5 comments 0 points Most recent by DryHeat July 10Bills and Income
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  Splits in Recurring & Other Splits Enhancements: Share your feedback here!

  Closed Coach Natalie 1.5K views 110 comments 0 points Most recent by Quicken Kirby July 6Feedback
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  Recurring Income Series Changes to Bills When Using Paycheck Splits

  Closed Eric L 104 views 6 comments 0 points Most recent by SRC54 July 3Troubleshooting
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  Connecting this month's recurring expenses to previous months' recurring expenses in SP (edited)

  Answered ✓ Closed mmmartian 86 views 4 comments 0 points Most recent by mmmartian July 2Using the Spending Plan
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  4

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  Option to "Move to Monday" when setting up Recurring Transactions

  Active Nabeelb227 43 views 1 comment 4 points Most recent by Coach Natalie July 1Feature Requests
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  Same amount split transfers don't link to separate transactions in receiving account (edited)

  Closed Big Grumpy 238 views 15 comments 1 point Most recent by Coach Jon June 30Troubleshooting
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  Recurring Transaction Matching Issue

  Answered ✓ Closed CROforce 127 views 6 comments 0 points Most recent by DryHeat June 28Troubleshooting
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  Recurring Transfer History does not display in the series details if the recurring amount is $0

  Closed Jenny T 118 views 10 comments 0 points Most recent by Coach Natalie June 22Report a Bug
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  2

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  Bill Connect for Credit Cards: Update next (not current) reminder with recurring/planned expenses

  Matt Z 47 views 1 comment 2 points Most recent by Coach Natalie June 10Feature Requests
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  Tags are not auto populated when creating a recurring transaction (edited)

  Closed Micky1701 35 views 4 comments 0 points Most recent by Micky1701 June 9Troubleshooting
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  3

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  When connecting an account, uncheck the recurring series that are detected by default (edited)

  Micky1701 21 views 2 comments 3 points Most recent by EL1234 June 4Feature Requests
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  Recurring transfer using old account after updating account in series

  Closed kleind 48 views 3 comments 0 points Most recent by Coach Jon June 4Troubleshooting
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  7
  Splits: Option to always show additional fields (Tags, Exclusions, Note) [edited]

  Completed Closed Roux 76 views 5 comments 7 points Most recent by Roux June 4Feature Requests
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  8
  Bring the original Reminder back when an incorrectly linked transaction is unlinked (edited)

  Completed Closed ajbopp 112 views 8 comments 8 points Most recent by EL1234 June 4Feature Requests
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  Editing a future transaction on mobile doesn't update cash flow right away (edited)

  Closed RobWilk 153 views 14 comments 1 point Most recent by stacyvance June 3Report a Bug
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  Projected bank balance does not seem to track recurring income correctly

  Closed RobI 27 views 3 comments 0 points Most recent by Coach Kristina May 30Projected Cash Flow
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  Bill Connect for Credit Cards not working for some banks (edited)

  Closed nrp06 107 views 5 comments 0 points Most recent by Coach Natalie May 27Bills and Income
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  Recurring Credit Card Payment Series Keeps Changing Dates After Logout/Overnight

  Closed megtucker 49 views 1 comment 1 point Most recent by Coach Carlos May 26Troubleshooting
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  New Feature Alert: Splits in Recurring & Other Splits Enhancements!

  Closed Coach Natalie 667 views 4 comments 6 points Most recent by Coach Natalie May 21Updates From the Product Team