Recurring

Discussion List

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

  Closed Prateek 41 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 211 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 44 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 151 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 120 views 3 comments 3 points Most recent by Coach Kristina September 2025Bills and Income
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  15

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

  Active jtjones0304 170 views 5 comments 15 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 81 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 133 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 192 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 107 views 1 comment 1 point Most recent by SRC54 August 2025Bills and Income
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  51

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  Ability to Pause/Skip Payments in Recurring Bills & Subscriptions

  Active Flopbot 474 views 12 comments 51 points Most recent by travismartin92 August 2025Feature Requests
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  Submitting scheduled transaction early

  Closed Amar_K 51 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 42 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 85 views 1 comment 0 points Most recent by Coach Natalie August 2025Bills and Income
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  Provide a separate grouping for Charitable Giving (in Spending Plan/Recurring Series)

  Active scottnliz 149 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 13 views 2 comments 0 points Most recent by Amar_K August 2025Bills and Income
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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 23 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 13 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 91 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 49 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 46 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 11 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 52 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 61 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 23 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 76 views 8 comments 7 points Most recent by Coach Natalie July 2025Feature Requests