Recurring

Discussion List

• 
  Add a configurable date range for matching recurring bills in Simplifi

  Closed gavalos8 5 views 1 comment 0 points Most recent by DryHeat February 1Bills and Income
• 
  Recurring Series Disappeared

  Closed Tim603 14 views 1 comment 0 points Most recent by SRC54 January 31Troubleshooting
• 
  Skip the next debit/credit transaction in a series

  Closed vladinator 28 views 3 comments 1 point Most recent by vladinator January 30Bills and Income
• 
  Other side of future recurring transfer disappears after multiple manual edits

  Closed RobWilk 16 views 2 comments 0 points Most recent by ben510 January 26Report a Bug
• 
  Issue when editing recurring transaction

  Closed SamM 30 views 3 comments 0 points Most recent by SRC54 January 26Troubleshooting
• 
  auto enter recurring transactions in manual accounts

  Answered ✓ Closed Jeannette 18 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 50 views 11 comments 0 points Most recent by SRC54 January 21Bills and Income
• 
  Entering Future transactions when paying bills

  Closed ritaylor 43 views 5 comments 1 point Most recent by SRC54 January 19Feedback
• 
  Why do I see $100 as the recurring salary amounts (edited)

  Closed Fayfay 14 views 2 comments 0 points Most recent by EL1234 January 13Bills and Income
• 
  Web version does not have a "Add a fixed date" button on recurring multiple dates screen

  Closed sbennet1 36 views 6 comments 0 points Most recent by DryHeat January 12Report a Bug
• 
  Projected Cash Flow is inaccurate

  Closed Joe M 36 views 1 comment 0 points Most recent by RobWilk January 11Projected Cash Flow
• 
  Can I create a recurring bill that includes splits?

  Answered ✓ Closed tillymama 37 views 1 comment 0 points Most recent by EL1234 January 11Bills and Income
• 
  Merged: Filter by day of month in the transaction register and the amount high and low.

  Closed sbennet1 1 view 0 comments 1 point Most recent by sbennet1 January 9Feature Requests
• 
  5

  Up Down
  Ability to add Attachments to Upcoming Reminders/Future Transactions (edited)

  Active rivuletsteph 45 views 3 comments 5 points Most recent by Dick_Davis January 6Feature Requests
• 
  All Recurring Bills & Subscriptions, that are monthly are calculated by 13 months instead of 12.

  Closed Chris Carrick 66 views 10 comments 0 points Most recent by DryHeat January 2Bills and Income
• 
  recurring payment icon is missing on web (edited)

  Closed Jerrod 62 views 5 comments 0 points Most recent by Jerrod December 2025Troubleshooting
• 
  1

  Up Down
  Ability to create a new Recurring Series from the Reminders carousel (edited)

  Active EL1234 15 views 0 comments 1 point Most recent by EL1234 December 2025Feature Requests
• 
  Can recurring reminders be automatically entered as pending transactions the day of? (edited)

  Answered ✓ Closed eeb4th 104 views 7 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions
• 
  The Money In/Out exclusions in Recurring Income Transfer Series apply backwards (edited)

  Closed DryHeat 99 views 5 comments 1 point Most recent by DryHeat December 2025Report a Bug
• 
  33

  Up Down
  Indicate if upcoming bills are "Autopay" or "Manual"

  Active dsdxp 162 views 10 comments 33 points Most recent by DawnD2025 December 2025Feature Requests
• 
  For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out?

  Closed DryHeat 124 views 8 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan
• 
  133

  Up Down
  Ability to Link multiple Transactions to a single Recurring Bill at one time (edited)

  In Review EODelf 2.4K views 52 comments 133 points Most recent by Quicken Kirby December 2025Feature Requests
• 
  Multiple categories to recurring transaction

  Answered ✓ Closed Peter T 123 views 2 comments 0 points Most recent by SRC54 December 2025Bills and Income
• 
  Amount Matching: "Limited Range" option not matching correctly (edited)

  DryHeat 330 views 23 comments 0 points Most recent by Coach Jon December 2025Feedback
• 
  Merged: Limited Ranged in Series not being Honored

  Closed nmnmnmnmn 1 view 0 comments 0 points Most recent by nmnmnmnmn December 2025Troubleshooting
• 
  Does editing an individual reminder change the "Exact Amount" setting for that one?

  Closed RobWilk 221 views 15 comments 0 points Most recent by RobWilk November 2025Bills and Income
• 
  6

  Up Down
  Add the 'Edit Series' option to the three dot menu of reminders (edited)

  DryHeat 75 views 6 comments 6 points Most recent by SRC54 November 2025Feature Requests
• 
  Toggle to include/exclude upcoming bills from Planned Spending by Category?

  Answered ✓ Closed Swanson17 115 views 5 comments 0 points Most recent by DryHeat November 2025Using the Spending Plan
• 
  Which Payee name does Simplifi use when matching a transaction to a recurring series?

  Answered ✓ Closed DryHeat 146 views 16 comments 0 points Most recent by DryHeat November 2025Bills and Income