How to handle a recurring transaction that did not run

Occasionally, you may notice that one or more of your recurring transactions were not created. To fix this issue, follow the recommended solutions outlined in this article.

Tip: For any templates that don't run, a quick way to create the needed transaction is to "Use" the template.

1. Go to Settings ⚙.
2. Under Lists, select Recurring transactions.
3. From the list, find the recurring transaction.
4. Select Use from the Edit ▼ dropdown.
5. Review the transaction details and add more if needed, then select Save and close and Save and new.

This manually creates a new transaction from the template.

Is the recurring template set to scheduled?

Recurring templates will only create transactions automatically when the type is set to Scheduled and the template has not reached its End Date or Maximum Occurrences.

1. Go to Settings ⚙.
2. Under Lists, select Recurring transactions.
3. Find the template for the transaction that was not created and in the Action column, select Edit.
4. Make sure the Type is set to Scheduled and End is set to None or the appropriate end date/number of occurrences.
5. Select Save template.

Has the tax code been changed?

If a tax code used within a recurring template is changed, the recurring template should automatically update to include the new tax code. However, we have seen some instances where an error may occur and the tax code needs to be re-updated and saved within the actual template.

Recreate then delete the problematic template

If all else fails and it's unclear why the recurring template failed, first try recreating the problematic recurring template.

1. Go to Settings ⚙.
2. Under Lists, select Recurring transactions.
3. Find the template you want to recreate and in the Action column, select Edit.
4. Print or write down any details you will need to recreate in the template.
5. Once ready, return to the list of recurring templates and select New.
6. Fill out the template and be sure to select Scheduled from the Type ▼ dropdown.
7. Select Save template.

You then need to delete the old template.

1. Go to Settings ⚙.
2. Under Lists, select Recurring transactions.
3. From the list, find the recurring transaction template you want to delete.
4. In the Action column, select the Edit ▼ dropdown, then select Delete.
5. Select Yes to confirm.