There may come a time when you need to skip one of your Recurring Reminders, such as a credit card bill with a $0 balance for the month. The best way to go about doing this would be to locate the Reminder that needs skipped and simply delete it!

Deleting a Recurring Reminder won't delete the associated Recurring Series, but will just remove the single instance from the Upcoming view, the Spending Plan, etc., so you know that it doesn't need to be paid, and so the amount isn't being counted towards your spending/projected funds.

You can locate the Reminder that needs to be skipped from the Transaction View, the Upcoming section, the Spending Plan, as well as by viewing the associated Recurring Series under Settings and then Recurring. Once you've located the Reminder, you'll want to select the three-dot menu, select Delete reminder, and then click Delete to confirm:

For more details on using the Recurring Transaction feature in Simplifi, please click here!

To learn about skipping an instance of a Recurring Reminder on the Simplifi Mobile App, please click here!

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