Recurring

3

Ability to use more than one account for Recurring Series (edited)

Active 20THOR18 88 views 3 comments 3 points Most recent by Coach Natalie February 9Feature Requests

Add a configurable date range for matching recurring bills in Simplifi

Closed gavalos8 25 views 1 comment 0 points Most recent by DryHeat February 1Bills and Income

Recurring Series Disappeared

Closed Tim603 31 views 1 comment 0 points Most recent by SRC54 January 31Troubleshooting

Skip the next debit/credit transaction in a series

Closed vladinator 73 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 22 views 2 comments 0 points Most recent by ben510 January 26Report a Bug

Issue when editing recurring transaction

Closed SamM 76 views 3 comments 0 points Most recent by SRC54 January 26Troubleshooting

auto enter recurring transactions in manual accounts

Answered ✓ Closed Jeannette 28 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 158 views 11 comments 0 points Most recent by SRC54 January 21Bills and Income

Entering Future transactions when paying bills

Closed ritaylor 216 views 5 comments 1 point Most recent by SRC54 January 19Feedback

Why do I see $100 as the recurring salary amounts (edited)

Closed Fayfay 61 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 72 views 6 comments 0 points Most recent by DryHeat January 12Report a Bug

Projected Cash Flow is inaccurate

Closed Joe M 51 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 50 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

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

Active rivuletsteph 67 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 190 views 10 comments 0 points Most recent by DryHeat January 2Bills and Income

recurring payment icon is missing on web (edited)

Closed Jerrod 138 views 5 comments 0 points Most recent by Jerrod December 2025Troubleshooting

1

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

Active EL1234 17 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 197 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 160 views 5 comments 1 point Most recent by DryHeat December 2025Report a Bug

34

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

Active dsdxp 326 views 10 comments 34 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 197 views 8 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan

Multiple categories to recurring transaction

Answered ✓ Closed Peter T 198 views 2 comments 0 points Most recent by SRC54 December 2025Bills and Income

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 356 views 15 comments 0 points Most recent by RobWilk November 2025Bills and Income

7

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

Active DryHeat 137 views 6 comments 7 points Most recent by SRC54 November 2025Feature Requests

Toggle to include/exclude upcoming bills from Planned Spending by Category?

Answered ✓ Closed Swanson17 217 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 342 views 16 comments 0 points Most recent by DryHeat November 2025Bills and Income

Recurring

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