Recurring

Discussion List

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  Recurring Transaction Matching Issue

  Answered ✓ Closed CROforce 161 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 142 views 10 comments 0 points Most recent by Coach Natalie June 22Report a Bug
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  2

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  Bill Connect for Credit Cards: Update next (not current) reminder with recurring/planned expenses

  Active Matt Z 61 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 41 views 4 comments 0 points Most recent by Micky1701 June 9Troubleshooting
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  3

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  When connecting an account, uncheck the recurring series that are detected by default (edited)

  Active Micky1701 22 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 52 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 92 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 131 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 242 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 21 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 121 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 51 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 722 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 51 views 1 comment 0 points Most recent by Coach Jon May 19Feedback
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  Unlinking an automatically linked reminder messed everything up

  Closed EL1234 222 views 22 comments 0 points Most recent by EL1234 May 8Troubleshooting
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  Amount Matching: "Limited Range" option not matching correctly (edited)

  Closed DryHeat 671 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 112 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 53 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 71 views 3 comments 0 points Most recent by EL1234 April 21Feedback
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  Recurring History Missing with Bill Connect On (edited)

  Closed tvlkidd 72 views 3 comments 0 points Most recent by Coach Kristina April 19Bills and Income
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  368
  Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)

  Completed Closed SimplifiBeta 10.7K views 221 comments 368 points Most recent by Coach Natalie April 16Feature Requests
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  Recurring Transactions with programmable variables (edited)

  Active avihawver 132 views 3 comments 2 points Most recent by EL1234 April 15Feature Requests
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  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
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  Recurring deposit reminder dropped from checking "register"

  Closed MikeBtp 271 views 19 comments 0 points Most recent by Coach Jon April 10Troubleshooting
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  Duplicate bills showing in mobile app

  Closed RobI 71 views 5 comments 0 points Most recent by Coach Jon April 7Troubleshooting
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  What happens when you mark a bill as Paid when the payment clears the bank?

  Answered ✓ Closed mamerica 92 views 2 comments 0 points Most recent by mamerica April 6Bills and Income
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  Provide a "Do Not Match" setting for recurring transactions

  Active DryHeat 93 views 5 comments 3 points Most recent by EL1234 April 6Feature Requests
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  29

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

  Active cwebbs60 1.4K views 48 comments 29 points Most recent by sbennet1 April 6Feature Requests
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  Recurring Transactions: Option to choose number of occurrences instead of end date (edited)

  Active skibunny2k 122 views 6 comments 9 points Most recent by sbennet1 April 4Feature Requests