Recurring

Discussion List

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  How to set up Recurring Income Transactions? (edited)

  Closed Amar_K 71 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 31 views 4 comments 0 points Most recent by SRC54 July 2025Troubleshooting
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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
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  Synchrony Bill Connect accounts all show the same due date and amount (edited)

  Closed damnedxer 42 views 9 comments 0 points Most recent by Coach Jon July 2025Bills and Income
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  Cannot click "submit" when editing a recurring entry (edited)

  Closed wck_austin 41 views 5 comments 0 points Most recent by DryHeat July 2025Troubleshooting
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  Recurring Charge on 30th - Doesn't Appear in February

  Closed stacyvance 21 views 2 comments 0 points Most recent by stacyvance July 2025Troubleshooting
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  Sum of Recurring Transaction for each tab of the Recurring section (edited)

  Active Wu-Tang Financials 62 views 8 comments 7 points Most recent by Coach Natalie July 2025Feature Requests
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  Offer more “Due Date” sorts.

  Closed thklopper 12 views 1 comment 1 point Most recent by Coach Natalie July 2025Feedback
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  New Feature Alert: Planning Tools Menu Now Available!

  Closed Coach Natalie 172 views 0 comments 2 points Most recent by Coach Natalie July 2025Updates From the Product Team
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  Set up mortgage as a Recurring Transfer or Recurring Bill?

  Closed mamerica 42 views 2 comments 0 points Most recent by DryHeat July 2025Bills and Income
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  How to identify a subscription

  Closed N4KHQ 194 views 15 comments 1 point Most recent by N4KHQ July 2025Bills and Income
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  Bills and Income missing

  Closed LVance 342 views 21 comments 0 points Most recent by SRC54 June 2025Troubleshooting
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  Will Bills in spending plan automatically update based on changes made to recurring bills?

  Closed cloudquick 71 views 9 comments 0 points Most recent by SRC54 June 2025Using the Spending Plan
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  Ability to sort by 'Due Date' under All Recurring (edited)

  Active BradleyBenSmith 33 views 3 comments 10 points Most recent by jflores11 June 2025Feature Requests
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  Stop (or control) recurring Bills being created automatically?

  Closed cloudquick 124 views 8 comments 0 points Most recent by cloudquick June 2025Bills and Income
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  Deleted recurring series keep reappearing (edited)

  Closed spamwich 403 views 29 comments 0 points Most recent by spamwich June 2025Troubleshooting
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  Merged: Ability to sort 'All Active' recurring bills by date

  Closed cloudquick 1 view 0 comments 1 point Most recent by cloudquick June 2025Feature Requests
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  Recurring monthly bill not accurately reflected in Cashflow...

  Closed cloudquick 81 views 11 comments 1 point Most recent by Coach Natalie June 2025Troubleshooting
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  Expense series reverting to old value

  Closed Bowlesace 1 view 1 comment 0 points Most recent by Coach Kristina June 2025Troubleshooting
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  Using Simplifi without linking to banks

  Closed Just Me 123 views 1 comment 0 points Most recent by Flopbot June 2025Getting Started
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  Recurring Credit Card Payments: Add an "Interest Saving Balance" Amount Option (edited)

  cloudquick 11 views 2 comments 2 points Most recent by cloudquick June 2025Feature Requests
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  Help managing an annual recurring bill...

  Closed cloudquick 69 views 9 comments 0 points Most recent by cloudquick June 2025Bills and Income
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  Transactions disappear when linked to recurring

  Closed bobmablob 352 views 22 comments 1 point Most recent by Coach Natalie June 2025Report a Bug
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  Amazon refunds are being treated as credit card payments (edited)

  Closed cloudquick 411 views 28 comments 2 points Most recent by cloudquick June 2025General Troubleshooting
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  How to unapply a recurring payment from the wrong transaction to correct cash flow? (edited)

  Closed cloudquick 93 views 13 comments 0 points Most recent by DryHeat June 2025General Troubleshooting