How do I link or delete 'past' scheduled payments in the Spending Plan?

Overview

While we've worked hard to ensure that Simplifi links transactions properly, there may be times when you'll need to manually link a downloaded transaction to a recurring reminder. There may also be times where you didn't have a bill or other recurring payment happen and no longer want the reminder.

It is important to make sure all of your bills, paychecks, and other recurring reminders are linked to real transactions so that your spending plan reflects what you actually received and paid.

Instructions for web

1. Go to your Spending Plan

2. Click on the Income after bills & saving section

3. Expand the section you want to look at

4. Click on the 3 dot menu on the right side of the reminder row that is labeled "Past" that you wish to link or delete

5. If you want to link it to a downloaded transaction, select Link to transaction

   1. Locate the matching transaction and click on it

   2. Click link

6. If you want to delete the reminder, select Delete reminder

Instructions for mobile

1. Go to your Spending Plan

2. Click on Income after bills & saving

3. Click on the section you want to look at

4. Tap on the reminder that is labeled "Past" that you wish to link or delete

5. If you want to link it to a downloaded transaction, select Link to transaction

   1. Locate the matching transaction and click on it

   2. Click link

6. If you want to delete the reminder, select Delete reminder