Changes made to a recurring item don't reflect in the rule
in progress
Din from Lunch Money
On the Recurring page, changes made to an existing Recurring Item details (eg. Payee, Category, Amount, Account) are expected to apply to the associated Rule as well. Currently, the Rule remains with the original parameters.
If 'End date' is set, and the date passes, the rule should also be deleted to prevent future transactions from getting linked to the recurring item.
Log In
This post was marked as
in progress
D
Dylan Harris
As Trevor said recurring items are useless because of this and many other recurring item bugs. It's wack-a-mole until recurring items are refactored with a better architecture.
D
Dustin Dauncey
Dylan Harris I’ve actually been considering how to remove the recurring items feature because with all the bugs and inconsistencies, the only useful thing about it is that it tells me if something went unpaid, but I have all my payments basically automated anyways so the chance of anything like that happening would be slim to zero. Another useful part is helping identify if something changes prices without me knowing, but given the headache of this feature and how easy it is to see it manually anyways (especially with the help of AI over MCP), it seems like it isn’t worth it until all these paper cuts and bugs are fixed.
T
Trevor
Also RE end date: I would not recommend deleting the rule after the end date has passed as that would cause freshly imported transactions before the end date to not get linked to the recurring item. Instead, keep the rule and add a way to compare the end date to the transaction date.
T
Trevor
This bug makes the recurring items functionality almost useless. I have a bunch of recurring items that have changed over the months but are not auto-categorizing transactions as expected. Recurring Items as an automation feature are really powerful, but not if I have to redundantly update system rules as well.
J
Johann
Please fix that!
D
Dustin Dauncey
This defect has been around for nearly a year now? I'm hoping this behaviour is changed sooner than later please.