Recurring

Discussion List

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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 80 views 3 comments 8 points Most recent by sea_compgeek August 8Feature Requests
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  Logos for Recurring Series: Share your feedback here!

  Announcement Coach Natalie 217 views 20 comments 0 points Most recent by RobI August 7Early Access User Feedback
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  Incorrect "expected bills" amount in 'bills to income percentage' notification email (edited)

  Bartman682 118 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 46 views 8 comments 1 point Most recent by SRC54 August 2Bills and Income
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  Logos for recurring WITHOUT bill connect

  Completed Closed Arun 151 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 296 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)

  pastchief8 95 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 ✓ CHC 91 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 99 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 79 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 41 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 230 views 15 comments 1 point Most recent by Coach Jon June 30Troubleshooting
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  Recurring Transaction Matching Issue

  Answered ✓ Closed CROforce 114 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 115 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 36 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 33 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 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 43 views 3 comments 0 points Most recent by Coach Jon June 4Troubleshooting
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  Splits: Option to always show additional fields (Tags, Exclusions, Note) [edited]

  Completed Closed Roux 47 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 111 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 133 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 22 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 86 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 44 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 647 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 522 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 134 views 22 comments 0 points Most recent by EL1234 May 8Troubleshooting