Recurring

Discussion List

• 
  2

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

  Matt Z 28 views 1 comment 2 points Most recent by Coach Natalie June 10Feature Requests
• 
  Splits in Recurring & Other Splits Enhancements: Share your feedback here!

  Announcement Coach Natalie 1.1K views 107 comments 0 points Most recent by EL1234 June 10Feedback
• 
  Tags are not auto populated when creating a recurring transaction (edited)

  Micky1701 28 views 4 comments 0 points Most recent by Micky1701 June 9Troubleshooting
• 
  3

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

  Micky1701 22 views 2 comments 3 points Most recent by EL1234 June 4Feature Requests
• 
  Recurring transfer using old account after updating account in series

  kleind 34 views 3 comments 0 points Most recent by Coach Jon June 4Troubleshooting
• 
  7
  Splits: Option to always show additional fields (Tags, Exclusions, Note) [edited]

  Completed Roux 37 views 5 comments 7 points Most recent by Roux June 4Feature Requests
• 
  Recurring Transfer History does not display in the series details if the recurring amount is $0

  Jenny T 73 views 8 comments 0 points Most recent by Coach Natalie June 4Report a Bug
• 
  8
  Bring the original Reminder back when an incorrectly linked transaction is unlinked (edited)

  Completed ajbopp 95 views 8 comments 8 points Most recent by EL1234 June 4Feature Requests
• 
  Editing a future transaction on mobile doesn't update cash flow right away (edited)

  RobWilk 94 views 14 comments 1 point Most recent by stacyvance June 3Report a Bug
• 
  Projected bank balance does not seem to track recurring income correctly

  RobI 24 views 3 comments 0 points Most recent by Coach Kristina May 30Projected Cash Flow
• 
  Bill Connect for Credit Cards not working for some banks (edited)

  nrp06 58 views 5 comments 0 points Most recent by Coach Natalie May 27Bills and Income
• 
  Recurring Credit Card Payment Series Keeps Changing Dates After Logout/Overnight

  megtucker 38 views 1 comment 1 point Most recent by Coach Carlos May 26Troubleshooting
• 
  New Feature Alert: Splits in Recurring & Other Splits Enhancements!

  Closed Coach Natalie 556 views 4 comments 6 points Most recent by Coach Natalie May 21Updates From the Product Team
• 
  Issues with transactions, recurring, rules, connectivity, and tracking credit card payments (edited)

  Ter1990 34 views 1 comment 0 points Most recent by Coach Jon May 19Feedback
• 
  62

  Up Down
  Notes/Memo field on recurring transaction setup (1 Merged Vote)

  Active jasondmcgee 446 views 28 comments 62 points Most recent by EL1234 May 17Feature Requests
• 
  Unlinking an automatically linked reminder messed everything up

  Closed EL1234 82 views 22 comments 0 points Most recent by EL1234 May 8Troubleshooting
• 
  90

  Up Down
  Link Part of a Split Transaction to a Recurring Bill [edited] (1 Merged Vote)

  Active ccrawford 594 views 28 comments 90 points Most recent by EL1234 May 6Feature Requests
• 
  55

  Up Down
  Ability to un-cancel/reopen an Ended Recurring Series (edited)

  Active JayT 746 views 18 comments 55 points Most recent by ruthready May 2Feature Requests
• 
  Amount Matching: "Limited Range" option not matching correctly (edited)

  Closed DryHeat 437 views 31 comments 0 points Most recent by DryHeat April 24Report a Bug
• 
  8

  Up Down
  Recurring Transactions should adjust the 'Next Date' based on the Frequency and the last transaction

  Active Norm6257 83 views 4 comments 8 points Most recent by Coach Natalie April 22Feature Requests
• 
  Option to mark a reminder as paid but show transaction under Planned Spend category instead of Bills

  Closed savvvvy 16 views 4 comments 0 points Most recent by EL1234 April 21Using the Spending Plan
• 
  Feedback and suggestions for Simplifi from a new user (multiple features)

  Closed leogibson 35 views 3 comments 0 points Most recent by EL1234 April 21Feedback
• 
  Recurring History Missing with Bill Connect On (edited)

  Closed tvlkidd 25 views 3 comments 0 points Most recent by Coach Kristina April 19Bills and Income
• 
  368
  Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)

  Completed Closed SimplifiBeta 9.2K views 221 comments 368 points Most recent by Coach Natalie April 16Feature Requests
• 
  2

  Up Down
  Recurring Transactions with programmable variables (edited)

  Active avihawver 104 views 3 comments 2 points Most recent by EL1234 April 15Feature Requests
• 
  Merged: Feature Suggestion: Add 'Notes' field for all recurring series

  Closed SL888 1 view 0 comments 1 point Started by SL888 April 13 Feature Requests
• 
  Recurring deposit reminder dropped from checking "register"

  Closed MikeBtp 133 views 19 comments 0 points Most recent by Coach Jon April 10Troubleshooting
• 
  Duplicate bills showing in mobile app

  Closed RobI 34 views 5 comments 0 points Most recent by Coach Jon April 7Troubleshooting
• 
  What happens when you mark a bill as Paid when the payment clears the bank?

  Answered ✓ Closed mamerica 38 views 2 comments 0 points Most recent by mamerica April 6Bills and Income