Recurring

Discussion List

• 
  7
  Splits: Option to always show additional fields (Tags, Exclusions, Note) [edited]

  Completed Closed Roux 86 views 5 comments 7 points Most recent by Roux June 4Feature Requests
• 
  8
  Bring the original Reminder back when an incorrectly linked transaction is unlinked (edited)

  Completed Closed ajbopp 123 views 8 comments 8 points Most recent by EL1234 June 4Feature Requests
• 
  Editing a future transaction on mobile doesn't update cash flow right away (edited)

  Closed RobWilk 193 views 14 comments 1 point Most recent by stacyvance June 3Report a Bug
• 
  Projected bank balance does not seem to track recurring income correctly

  Closed RobI 28 views 3 comments 0 points Most recent by Coach Kristina May 30Projected Cash Flow
• 
  Bill Connect for Credit Cards not working for some banks (edited)

  Closed nrp06 117 views 5 comments 0 points Most recent by Coach Natalie May 27Bills and Income
• 
  Recurring Credit Card Payment Series Keeps Changing Dates After Logout/Overnight

  Closed megtucker 48 views 1 comment 1 point Most recent by Coach Carlos May 26Troubleshooting
• 
  New Feature Alert: Splits in Recurring & Other Splits Enhancements!

  Closed Coach Natalie 697 views 4 comments 6 points Most recent by Coach Natalie May 21Updates From the Product Team
• 
  Issues with transactions, recurring, rules, connectivity, and tracking credit card payments (edited)

  Closed Ter1990 59 views 1 comment 0 points Most recent by Coach Jon May 19Feedback
• 
  Unlinking an automatically linked reminder messed everything up

  Closed EL1234 218 views 22 comments 0 points Most recent by EL1234 May 8Troubleshooting
• 
  Amount Matching: "Limited Range" option not matching correctly (edited)

  Closed DryHeat 590 views 31 comments 0 points Most recent by DryHeat April 24Report a Bug
• 
  8

  Up Down
  Recurring Transactions should adjust the 'Next Date' based on the Frequency and the last transaction

  Active Norm6257 94 views 4 comments 8 points Most recent by Coach Natalie April 22Feature Requests
• 
  Option to mark a reminder as paid but show transaction under Planned Spend category instead of Bills

  Closed savvvvy 38 views 4 comments 0 points Most recent by EL1234 April 21Using the Spending Plan
• 
  Feedback and suggestions for Simplifi from a new user (multiple features)

  Closed leogibson 61 views 3 comments 0 points Most recent by EL1234 April 21Feedback
• 
  Recurring History Missing with Bill Connect On (edited)

  Closed tvlkidd 48 views 3 comments 0 points Most recent by Coach Kristina April 19Bills and Income
• 
  368
  Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)

  Completed Closed SimplifiBeta 10.1K views 221 comments 368 points Most recent by Coach Natalie April 16Feature Requests
• 
  2

  Up Down
  Recurring Transactions with programmable variables (edited)

  Active avihawver 127 views 3 comments 2 points Most recent by EL1234 April 15Feature Requests
• 
  Merged: Feature Suggestion: Add 'Notes' field for all recurring series

  Closed SL888 1 view 0 comments 1 point Started by SL888 April 13 Feature Requests
• 
  Recurring deposit reminder dropped from checking "register"

  Closed MikeBtp 191 views 19 comments 0 points Most recent by Coach Jon April 10Troubleshooting
• 
  Duplicate bills showing in mobile app

  Closed RobI 50 views 5 comments 0 points Most recent by Coach Jon April 7Troubleshooting
• 
  What happens when you mark a bill as Paid when the payment clears the bank?

  Answered ✓ Closed mamerica 83 views 2 comments 0 points Most recent by mamerica April 6Bills and Income
• 
  3

  Up Down
  Provide a "Do Not Match" setting for recurring transactions

  Active DryHeat 68 views 5 comments 3 points Most recent by EL1234 April 6Feature Requests
• 
  28

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

  Active cwebbs60 1.3K views 48 comments 28 points Most recent by sbennet1 April 6Feature Requests
• 
  9

  Up Down
  Recurring Transactions: Option to choose number of occurrences instead of end date (edited)

  Active skibunny2k 100 views 6 comments 9 points Most recent by sbennet1 April 4Feature Requests
• 
  Spending Plan: Upcoming credit card payment showing in both Bills and Other Spend

  Closed DryHeat 72 views 3 comments 0 points Most recent by Coach Jon April 2Troubleshooting
• 
  Help with linking split transactions to recurring (edited)

  Closed shely6875 140 views 6 comments 0 points Most recent by DryHeat April 1Troubleshooting
• 
  2

  Up Down
  Marking a recurring reminder as paid should put the transaction in "cleared" status (edited)

  MishaM 55 views 4 comments 2 points Most recent by TwelveSilverPennies March 30Feature Requests
• 
  "Delete Series" from the Edit Series window does not show a confirmation dialog (edited)

  Closed ajbopp 86 views 8 comments 1 point Most recent by Coach Natalie March 26Report a Bug
• 
  credit card payment amount changes every time I restart Simplifi (edited)

  Closed vad 18 views 1 comment 1 point Most recent by DryHeat March 25Troubleshooting
• 
  Cannot enter recurring or manual transaction that will be due over a year (365 days) from today

  Closed Andre Cheply 112 views 11 comments 0 points Most recent by SRC54 March 20Bills and Income