Recurring

Discussion List

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  How to set up a monthly recurring transaction that has a fixed amount and variable

  Answered CHC 66 views 5 comments 0 points Most recent by DryHeat July 10Bills and Income
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  Option for Bill Connect to keep the upcoming bill current with the account balance (edited)

  Active TommyMac 75 views 1 comment 4 points Most recent by Coach Natalie July 8Feature Requests
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  Splits in Recurring & Other Splits Enhancements: Share your feedback here!

  Closed Coach Natalie 1.4K 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

  Eric L 91 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 ✓ mmmartian 72 views 4 comments 0 points Most recent by mmmartian July 2Using the Spending Plan
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  Option to "Move to Monday" when setting up Recurring Transactions

  Active Nabeelb227 48 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)

  Big Grumpy 202 views 15 comments 1 point Most recent by Coach Jon June 30Troubleshooting
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  Recurring Transaction Matching Issue

  Answered ✓ CROforce 102 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

  Jenny T 108 views 10 comments 0 points Most recent by Coach Natalie June 22Report a Bug
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  Bill Connect for Credit Cards: Update next (not current) reminder with recurring/planned expenses

  Matt Z 37 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 34 views 4 comments 0 points Most recent by Micky1701 June 9Troubleshooting
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  When connecting an account, uncheck the recurring series that are detected by default (edited)

  Micky1701 23 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 39 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 43 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 114 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 107 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 30 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 79 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 45 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 615 views 4 comments 6 points Most recent by Coach Natalie May 21Updates From the Product Team
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  Issues with transactions, recurring, rules, connectivity, and tracking credit card payments (edited)

  Closed Ter1990 43 views 1 comment 0 points Most recent by Coach Jon May 19Feedback
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  Notes/Memo field on recurring transaction setup (1 Merged Vote)

  Active jasondmcgee 473 views 28 comments 62 points Most recent by EL1234 May 17Feature Requests
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  Unlinking an automatically linked reminder messed everything up

  Closed EL1234 105 views 22 comments 0 points Most recent by EL1234 May 8Troubleshooting
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  91

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

  Active ccrawford 668 views 28 comments 91 points Most recent by EL1234 May 6Feature Requests
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  55

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

  Active JayT 806 views 18 comments 55 points Most recent by ruthready May 2Feature Requests
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  Amount Matching: "Limited Range" option not matching correctly (edited)

  Closed DryHeat 524 views 31 comments 0 points Most recent by DryHeat April 24Report a Bug
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  Recurring Transactions should adjust the 'Next Date' based on the Frequency and the last transaction

  Active Norm6257 89 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

  Closed savvvvy 30 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)

  Closed leogibson 42 views 3 comments 0 points Most recent by EL1234 April 21Feedback