Recurring

Discussion List

• 
  13

  Up Down
  Add a Report for Recurring Transactions, or the ability to download them (edited)

  Active 5472sss 331 views 15 comments 13 points Most recent by Coach Natalie October 2025Feature Requests
• 
  Future payment series show up as client credits

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

  Closed RobWilk 473 views 31 comments 0 points Most recent by Coach Natalie October 2025Bills and Income
• 
  Recurring Transfers, which side to use for setup?

  Answered ✓ Closed DannyB 231 views 11 comments 0 points Most recent by DannyB September 2025Bills and Income
• 
  4

  Up Down
  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 51 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests
• 
  Average and total when viewing a series shouldn't include current month

  Closed strwrsdbz 111 views 5 comments 0 points Most recent by strwrsdbz September 2025Feedback
• 
  4

  Up Down
  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
• 
  Bill Connect for Credit Cards: Share your feedback here!

  Closed Coach Natalie 3.4K views 119 comments 0 points Most recent by Coach Natalie September 2025Feedback
• 
  How to Account for Next Month's Rent without Going Negative?

  Closed Prateek 61 views 1 comment 0 points Most recent by DryHeat September 2025Using the Spending Plan
• 
  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
• 
  Future credit card payments from transfer series keep disappearing

  Closed dagnabit2000 231 views 12 comments 0 points Most recent by Coach Jon September 2025Report a Bug
• 
  Recurring Transactions are being excluded from Reports and Spending Plan

  Closed Dognose 51 views 4 comments 0 points Most recent by SRC54 September 2025Troubleshooting
• 
  "You have x bills this week" notification appears to have wrong count

  Closed RobWilk 191 views 16 comments 0 points Most recent by Coach Jon September 2025Report a Bug
• 
  When will the option to split recurring income/paychecks be available?

  Answered ✓ Closed ainsliejohn 141 views 3 comments 3 points Most recent by Coach Kristina September 2025Bills and Income
• 
  15

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

  Active jtjones0304 202 views 5 comments 15 points Most recent by Coach Natalie September 2025Feature Requests
• 
  Why can't I select a past date when creating a Recurring Series? (edited)

  Answered ✓ Closed mm1234567 131 views 1 comment 1 point Most recent by Coach Natalie September 2025Bills and Income
• 
  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
• 
  Planned Spend not linking to all transactions. (edited)

  Closed johnnydr4 191 views 9 comments 0 points Most recent by DannyB August 2025Troubleshooting
• 
  Why are my Credit Card Payments Added to my Projected Cash Flow?

  Closed The Merg 231 views 5 comments 0 points Most recent by DryHeat August 2025Projected Cash Flow
• 
  Split transactions for income the same each month

  Answered ✓ Closed Jeeves 112 views 1 comment 1 point Most recent by SRC54 August 2025Bills and Income
• 
  53

  Up Down
  Ability to Pause/Skip Payments in Recurring Bills & Subscriptions

  Active Flopbot 552 views 12 comments 53 points Most recent by travismartin92 August 2025Feature Requests
• 
  Submitting scheduled transaction early

  Closed Amar_K 64 views 5 comments 0 points Most recent by Amar_K August 2025Bills and Income
• 
  7

  Up Down
  Option to auto-end a Recurring Series once total amount has been reached (edited)

  Active ccrawford 51 views 5 comments 7 points Most recent by EL1234 August 2025Feature Requests
• 
  Transfer bills and income transactions show up twice in the reminder

  Answered ✓ Closed Amar_K 93 views 1 comment 0 points Most recent by Coach Natalie August 2025Bills and Income
• 
  9

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

  Active scottnliz 172 views 8 comments 9 points Most recent by Coach Natalie August 2025Feature Requests
• 
  Recurring Bill show entire balance, not the amount I specified

  Closed Amar_K 21 views 2 comments 0 points Most recent by Amar_K August 2025Bills and Income
• 
  1

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

  Active MishaM 12 views 0 comments 1 point Most recent by MishaM August 2025Feature Requests
• 
  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
• 
  Unable to Edit Existing Series

  Closed kilo23 11 views 1 comment 0 points Most recent by kilo23 July 2025Troubleshooting