Recurring

Discussion List

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  Splits in Recurring & Other Splits Enhancements: Share your feedback here!

  Announcement Coach Natalie 444 views 55 comments 0 points Most recent by RobI 2:30AMEarly Access User Feedback
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  New Feature Alert: Splits in Recurring & Other Splits Enhancements!

  Announcement Closed Coach Natalie 337 views 2 comments 6 points Most recent by Coach Natalie April 28Updates From the Product Team
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  Notes/Memo field on recurring transaction setup (1 Merged Vote)

  Active jasondmcgee 432 views 26 comments 60 points Most recent by RickS April 25Feature Requests
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  Amount Matching: "Limited Range" option not matching correctly (edited)

  DryHeat 393 views 31 comments 0 points Most recent by DryHeat April 24Feedback
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  Recurring Subscriptions: Add fields for Plans & Prices (edited)

  Active Skyfox675 45 views 3 comments 1 point Most recent by Coach Natalie April 22Feature Requests
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  Recurring Transactions should adjust the 'Next Date' based on the Frequency and the last transaction

  Active Norm6257 87 views 4 comments 8 points Most recent by Coach Natalie April 22Feature Requests
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  Option to mark a reminder as paid but show transaction under Planned Spend category instead of Bills

  savvvvy 20 views 4 comments 0 points Most recent by EL1234 April 21Using the Spending Plan
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  Feedback and suggestions for Simplifi from a new user (multiple features)

  leogibson 37 views 3 comments 0 points Most recent by EL1234 April 21Feedback
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  Recurring History Missing with Bill Connect On (edited)

  tvlkidd 27 views 3 comments 0 points Most recent by Coach Kristina April 19Bills and Income
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  Splits: Option to always show additional fields (Tags, Exclusions, Note) [edited]

  Active Roux 30 views 3 comments 7 points Most recent by Coach Kristina April 18Feature Requests
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  368
  Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)

  Completed SimplifiBeta 9K views 221 comments 368 points Most recent by Coach Natalie April 16Feature Requests
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  Recurring Transactions with programmable variables (edited)

  Active avihawver 102 views 3 comments 2 points Most recent by EL1234 April 15Feature Requests
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  Merged: Feature Suggestion: Add 'Notes' field for all recurring series

  Closed SL888 6 views 0 comments 1 point Started by SL888 April 13 Feature Requests
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  Link Part of a Split Transaction to a Recurring Bill [edited] (1 Merged Vote)

  Active ccrawford 579 views 26 comments 87 points Most recent by Thirdegree April 12Feature Requests
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  Recurring deposit reminder dropped from checking "register"

  MikeBtp 135 views 19 comments 0 points Most recent by Coach Jon April 10Troubleshooting
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  Duplicate bills showing in mobile app

  RobI 33 views 5 comments 0 points Most recent by Coach Jon April 7Troubleshooting
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  What happens when you mark a bill as Paid when the payment clears the bank?

  Answered ✓ mamerica 30 views 2 comments 0 points Most recent by mamerica April 6Bills and Income
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  Provide a "Do Not Match" setting for recurring transactions

  Active DryHeat 21 views 5 comments 3 points Most recent by EL1234 April 6Feature Requests
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  Convert Reminders to a Transaction on the day they occur [edited] (1 Merged Vote)

  Active cwebbs60 1.1K views 48 comments 28 points Most recent by sbennet1 April 6Feature Requests
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  Recurring Transactions: Option to choose number of occurrences instead of end date (edited)

  Active skibunny2k 62 views 6 comments 9 points Most recent by sbennet1 April 4Feature Requests
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  Spending Plan: Upcoming credit card payment showing in both Bills and Other Spend

  DryHeat 40 views 3 comments 0 points Most recent by Coach Jon April 2Troubleshooting
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  Help with linking split transactions to recurring (edited)

  shely6875 47 views 6 comments 0 points Most recent by DryHeat April 1Troubleshooting
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  Editing a future transaction on mobile doesn't update cash flow right away (edited)

  RobWilk 76 views 10 comments 1 point Most recent by RobWilk March 31Report a Bug
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  Recurring Transfer History does not display in the series details if the recurring amount is $0

  Jenny T 64 views 6 comments 0 points Most recent by Coach Natalie March 30Report a Bug
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  Marking a recurring reminder as paid should put the transaction in "cleared" status (edited)

  MishaM 45 views 4 comments 2 points Most recent by TwelveSilverPennies March 30Feature Requests
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  "Delete Series" from the Edit Series window does not show a confirmation dialog (edited)

  Closed ajbopp 76 views 8 comments 1 point Most recent by Coach Natalie March 26Report a Bug
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  credit card payment amount changes every time I restart Simplifi (edited)

  Closed vad 13 views 1 comment 1 point Most recent by DryHeat March 25Troubleshooting
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  Cannot enter recurring or manual transaction that will be due over a year (365 days) from today

  Closed Andre Cheply 60 views 11 comments 0 points Most recent by SRC54 March 20Bills and Income
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  QBP: Recurring Invoices with Reminders (edited)

  In Review mattbroffman 72 views 3 comments 12 points Most recent by Cts March 18Quicken Business & Personal Feature Requests
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  Linking to Recurring Transaction Does Not Update Payee & Category

  bcrossman 190 views 22 comments 0 points Most recent by EL1234 March 11Report a Bug