Mark a recurring item to have "paid by account credit" (or partially paid)
K
Kevin
It would be nice to mark a recurring item as "(partially) paid by account credit", so it doesn't show up as a yellow "!" icon. Right now when reviewing my past recurring items, it shows as the yellow "!" icon, making me think that I "missed" linking a transaction as recurring, when in reality, it was actually paid.
So if I can mark it manually as a green checkmark with a "paid by account credit" (or partially paid if linked transaction was less than expected), then I won't get confused in the future.
For example, sometimes I receive an account credit for my internet bill, due to a complaint or as a bonus when signing up for a new contract.
So if my normal monthly internet bill is $50, and I received a $75 credit to my internet account, that means:
- month 1: $0 paid ($50 paid from account credit)
- month 2: $25 partially paid ($25 paid from remaining account credit)
- month 3+: $50 paid (as normal)
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J
Jonathan Lovelace
For instances where there is a transaction, just not one that the rule picked up because the amount was different, you can manually associate a transaction with a recurring item. But I agree that it would be desirable to be able to mark an instance of the recurrence as "paid" even in the absence of a transaction. (I think there's an existing feature request about that, with a title about marking a recurring item as "not expected"?)
You could also add manual transactions totaling to zero, one for the owed amount and one for the statement credit. (I'm not sure how recurring transactions interact with grouping transactions, since I don't use transaction grouping, but if they work as I would hope you could then group these two transactions together.) I do something similar when I make purchases using credit card rewards or a gift card (since I want to treat the gift card or rewards as income in my budget): I make the transaction a "split" between the credit and a debit of the full price.