Recurring

Discussion List

• 
  Recurring transactions, projected cash flow, and spending plan all zeroed out after upgrading to QBP

  L McGregor 25 views 5 comments 0 points Most recent by L McGregor March 4General Troubleshooting
• 
  Incorrect "expected bills" amount in 'bills to income percentage' notification email (edited)

  Bartman682 47 views 7 comments 0 points Most recent by Coach Natalie March 4Report a Bug
• 
  What does "auto match" use to match transactions?

  System 36 views 5 comments 0 points Most recent by Coach Natalie March 3Bills and Income
• 
  1

  Up Down
  Mobile App: The "Day of Month" Selector for Recurring Series needs lines or color coding (edited)

  Active RobWilk 10 views 0 comments 1 point Started by RobWilk March 3 Feature Requests
• 
  Bill is being skipped

  Jhinkk 73 views 13 comments 0 points Most recent by DryHeat March 2Bills and Income
• 
  Pending transactions that are linked to recurring don't show as "paid" in Bills & Income (edited)

  BenB 87 views 11 comments 2 points Most recent by Coach Natalie March 2Feedback
• 
  Recurring Edited Reminder Disappears (edited)

  pastchief8 44 views 8 comments 0 points Most recent by Coach Jon February 25Report a Bug
• 
  Reminders aren't updating for Amex card using Bill Connect for Credit Cards (edited)

  trewbux 31 views 3 comments 0 points Most recent by Coach Jon February 23Bills and Income
• 
  No recurring transaction indicator

  DMarshall 22 views 2 comments 0 points Most recent by DMarshall February 20Report a Bug
• 
  Deleting Future Reminder (not next reminder) deletes previous reminders

  RobWilk 25 views 4 comments 0 points Most recent by EL1234 February 19Troubleshooting
• 
  Recurring deposit reminder dropped from checking "register"

  MikeBtp 62 views 8 comments 0 points Most recent by MikeBtp February 18Troubleshooting
• 
  25

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

  Active Flopbot 488 views 15 comments 25 points Most recent by kelly23 February 17Feature Requests
• 
  26

  Up Down
  Convert Reminders to a Transaction on the day they occur [edited] (1 Merged Vote)

  Active cwebbs60 1K views 46 comments 26 points Most recent by EL1234 February 16Feature Requests
• 
  157
  Ability to mark Recurring Reminders as "Scheduled"/"Paid" [edited] (19 Merged Votes)

  Completed givehim6 4.5K views 196 comments 157 points Most recent by EL1234 February 16Feature Requests
• 
  Bills also appearing as Other Spend in Spending Plan

  Mortimer Duke 30 views 5 comments 0 points Most recent by DryHeat February 15Using the Spending Plan
• 
  paycheck sync from gusto

  Answered ✓ blamphcore 21 views 1 comment 0 points Most recent by Coach Kristina February 15Bills and Income
• 
  1

  Up Down
  Ability to use more than one account for Recurring Series (edited)

  20THOR18 33 views 3 comments 1 point Most recent by Coach Natalie February 9Feature Requests
• 
  Add a configurable date range for matching recurring bills in Simplifi

  Closed gavalos8 4 views 1 comment 0 points Most recent by DryHeat February 1Bills and Income
• 
  Recurring Series Disappeared

  Closed Tim603 13 views 1 comment 0 points Most recent by SRC54 January 31Troubleshooting
• 
  Skip the next debit/credit transaction in a series

  Closed vladinator 26 views 3 comments 1 point Most recent by vladinator January 30Bills and Income
• 
  367
  Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)

  In Progress SimplifiBeta 8.5K views 211 comments 367 points Most recent by DryHeat January 27Feature Requests
• 
  Other side of future recurring transfer disappears after multiple manual edits

  Closed RobWilk 15 views 2 comments 0 points Most recent by ben510 January 26Report a Bug
• 
  Issue when editing recurring transaction

  Closed SamM 29 views 3 comments 0 points Most recent by SRC54 January 26Troubleshooting
• 
  auto enter recurring transactions in manual accounts

  Answered ✓ Closed Jeannette 16 views 1 comment 1 point Most recent by Coach Jon January 22Managing Your Transactions
• 
  Income Series Plan - Changed from Income to Bill and won't change back

  Closed Jhinkk 45 views 11 comments 0 points Most recent by SRC54 January 21Bills and Income
• 
  Entering Future transactions when paying bills

  Closed ritaylor 35 views 5 comments 1 point Most recent by SRC54 January 19Feedback
• 
  Why do I see $100 as the recurring salary amounts (edited)

  Closed Fayfay 12 views 2 comments 0 points Most recent by EL1234 January 13Bills and Income
• 
  Linking to Recurring Transaction Does Not Update Payee & Category

  bcrossman 97 views 12 comments 0 points Most recent by Coach Natalie January 12Report a Bug