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ymumme
Level 1

How to set up Recurring Transaction templates for bills, journal entries, or expenses with varying amounts? Reminders (as per instructions) used to work, no longer do.

Previously, I used my Reminder List to post recurring transactions by clicking "Edit & Create" - I'd change the amount, click "save" to post the transaction. After posting, the transaction would be removed from the list, and the "previous date" and "next date" would be updated on the recurring transaction list. At the "next date" the item would appear on my "reminder list" and I'd post it again. Now, after posting, the item stays on the list and the date doesn't advance. So, it looks like I haven't posted the tx. I see other people posting this issue online, but I haven't seen a resolution.

1 Comment 1
NicoleAscencionS
Moderator

How to set up Recurring Transaction templates for bills, journal entries, or expenses with varying amounts? Reminders (as per instructions) used to work, no longer do.

I understand how important it is to have a seamless process for managing your recurring transactions, and I appreciate you sharing your experience, ymumme. 

 

I highly suggest contacting our Live Support team to report the issue with recurring transactions. They have the necessary tools to further investigate this concern. 

 

As a workaround, if the transaction doesn't need editing, you can click Create to make the entry and remove it from the Reminder List. However, if you need to edit it, follow these steps: 

 

  1. Locate the transaction, then click Edit and Create
  2. Make the necessary changes. 
  3. Hit Save and close
  4. Find the transaction and select the dropdown beside Edit and Create
  5. Choose Skip

This will remove the transaction from the Reminder List and update the previous and next dates in the Recurring Transactions List

 

Keep us posted below if you have further questions about recurring transactions.

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