Recurring

Discussion List

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  How to Account for Next Month's Rent without Going Negative?

  Closed Prateek 24 views 1 comment 0 points Most recent by DryHeat September 2025Using the Spending Plan
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  Seem to have to edit series twice to backdate next occurence

  Closed RobWilk 12 views 2 comments 0 points Most recent by RobWilk September 2025Report a Bug
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  Future credit card payments from transfer series keep disappearing

  Closed dagnabit2000 150 views 12 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  Recurring Transactions are being excluded from Reports and Spending Plan

  Closed Dognose 41 views 4 comments 0 points Most recent by SRC54 September 2025Troubleshooting
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  "You have x bills this week" notification appears to have wrong count

  Closed RobWilk 112 views 16 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  Pending transactions that are linked to recurring don't show as "paid" in Bills & Income (edited)

  BenB 73 views 10 comments 2 points Most recent by Coach Kristina September 2025Feedback
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  When will the option to split recurring income/paychecks be available?

  Answered ✓ Closed ainsliejohn 65 views 3 comments 3 points Most recent by Coach Kristina September 2025Bills and Income
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  14

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  Have Varying Recurring Bills use average of last six months for the Amount (edited)

  Active jtjones0304 124 views 5 comments 14 points Most recent by Coach Natalie September 2025Feature Requests
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  Why can't I select a past date when creating a Recurring Series? (edited)

  Answered ✓ Closed mm1234567 25 views 1 comment 1 point Most recent by Coach Natalie September 2025Bills and Income
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  Recurring Series Removed When Re-connecting Account on Mobile App

  Closed cloud 11 views 1 comment 0 points Most recent by Coach Natalie August 2025Report a Bug
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  Planned Spend not linking to all transactions. (edited)

  Closed johnnydr4 73 views 9 comments 0 points Most recent by DannyB August 2025Troubleshooting
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  Why are my Credit Card Payments Added to my Projected Cash Flow?

  Closed The Merg 107 views 5 comments 0 points Most recent by DryHeat August 2025Projected Cash Flow
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  Split transactions for income the same each month

  Answered ✓ Closed Jeeves 33 views 1 comment 0 points Most recent by SRC54 August 2025Bills and Income
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  49

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  Ability to Pause/Skip Payments in Recurring Bills & Subscriptions

  Active Flopbot 419 views 12 comments 49 points Most recent by travismartin92 August 2025Feature Requests
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  Submitting scheduled transaction early

  Closed Amar_K 42 views 5 comments 0 points Most recent by Amar_K August 2025Bills and Income
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  Option to auto-end a Recurring Series once total amount has been reached (edited)

  Active ccrawford 32 views 5 comments 7 points Most recent by EL1234 August 2025Feature Requests
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  Transfer bills and income transactions show up twice in the reminder

  Answered ✓ Closed Amar_K 45 views 1 comment 0 points Most recent by Coach Natalie August 2025Bills and Income
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  Cannot Link Transaction to a Recurring Series

  Answered ✓ Closed housetr 21 views 1 comment 0 points Most recent by jflores11 August 2025Managing Your Transactions
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  9

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  Provide a separate grouping for Charitable Giving (in Spending Plan/Recurring Series)

  Active scottnliz 111 views 8 comments 9 points Most recent by Coach Natalie August 2025Feature Requests
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  Recurring Bill show entire balance, not the amount I specified

  Closed Amar_K 11 views 2 comments 0 points Most recent by Amar_K August 2025Bills and Income
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  57

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  Notes/Memo field on recurring transaction setup (1 Merged Vote)

  Active jasondmcgee 405 views 24 comments 57 points Most recent by MikeBtp August 2025Feature Requests
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  1

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  Scheduling account updates - Add an option for when a Recurring Transaction occurs (edited)

  Active MishaM 11 views 0 comments 1 point Started by MishaM August 2025 Feature Requests
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  Can I set a reminder for a credit card bill that is Due Date - x Business Days?

  Closed DannyBoy_425 21 views 2 comments 0 points Most recent by DannyBoy_425 August 2025Bills and Income
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  Unable to Edit Existing Series

  Closed kilo23 11 views 1 comment 0 points Most recent by kilo23 July 2025Troubleshooting
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  How to set up Recurring Income Transactions? (edited)

  Closed Amar_K 46 views 6 comments 0 points Most recent by Amar_K July 2025Bills and Income
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  Reminder- Zero Balance

  Closed TheReal702 31 views 2 comments 0 points Most recent by TheReal702 July 2025Bills and Income
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  Best way to categorize drafts from bank account to Robinhood or other Brokerage account.

  Closed garej704 31 views 2 comments 0 points Most recent by garej704 July 2025Investments
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  Unable to save changes when editing a series in Simplifi

  Closed Duke0486 33 views 4 comments 0 points Most recent by SRC54 July 2025Troubleshooting
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  Link Part of a Split Transaction to a Recurring Bill [edited] (1 Merged Vote)

  Active ccrawford 538 views 25 comments 86 points Most recent by nakada July 2025Feature Requests
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  Set up set dates for semi-monthly income

  Answered ✓ Closed DannyBoy_425 12 views 1 comment 0 points Most recent by DannyBoy_425 July 2025Bills and Income