Recurring

Discussion List

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  Future payment series show up as client credits

  Closed sidewalkboots 41 views 5 comments 0 points Most recent by Coach Jon October 2025General Troubleshooting
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  Persistent apple card 'payment' (transfer) matching issues

  Closed RobWilk 222 views 31 comments 0 points Most recent by Coach Natalie October 2025Bills and Income
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  Recurring Transfers, which side to use for setup?

  Answered ✓ Closed DannyB 104 views 11 comments 0 points Most recent by DannyB September 2025Bills and Income
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  4

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  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 41 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests
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  Average and total when viewing a series shouldn't include current month

  Closed strwrsdbz 91 views 5 comments 0 points Most recent by strwrsdbz September 2025Feedback
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  4

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  Don't include the current month in the 'Average' and 'Total' in Recurring Series (edited)

  Active strwrsdbz 2 views 0 comments 4 points Most recent by strwrsdbz September 2025Feature Requests
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  Bill Connect for Credit Cards: Share your feedback here!

  Closed Coach Natalie 2K views 122 comments 0 points Most recent by Coach Natalie September 2025Feedback
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  How to Account for Next Month's Rent without Going Negative?

  Closed Prateek 31 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 11 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 192 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 42 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 123 views 16 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  When will the option to split recurring income/paychecks be available?

  Answered ✓ Closed ainsliejohn 108 views 3 comments 3 points Most recent by Coach Kristina September 2025Bills and Income
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  Have Varying Recurring Bills use average of last six months for the Amount (edited)

  Active jtjones0304 151 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 54 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 13 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 92 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 142 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 63 views 1 comment 1 point 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 432 views 12 comments 49 points Most recent by travismartin92 August 2025Feature Requests
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  Submitting scheduled transaction early

  Closed Amar_K 41 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 31 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 62 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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  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 Most recent by MishaM August 2025Feature 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