All Collections
Managing Your Transactions
How to Skip an Instance of a Recurring Reminder
How to Skip an Instance of a Recurring Reminder

Learn how to skip one of your Reminders in Simplifi

Natalie avatar
Written by Natalie
Updated over a week ago

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 it doesn't need to be paid, and so the amount isn't being counted toward your spending and projected funds.

You can locate the Reminder that needs to be skipped from the Transaction View, the Upcoming section, and the Spending Plan, as well as by viewing the associated Recurring Series under Settings > Recurring. Once you've located the Reminder, you'll want to:

  1. Select the three-dot menu for the Reminder.

  2. Select Delete reminder.

  3. 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!

Did this answer your question?