If you need to skip a Recurring Reminder, such as a credit card bill with a $0 balance for the month, we've got you covered! 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, by viewing the associated Recurring Series under the Settings menu, as well as in the Spending Plan. Once you've located the Reminder, you'll want to select the Reminder or select the three-dot menu for the Reminder, whichever applies, 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 Web App, please click here!

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