Is there a limit on past historical data in the Bills & Income Overview section?

defiantsnack000
defiantsnack000 Member ✭✭
edited March 6 in Bills and Income

For the Bills & Income section, on the Overview page, is there a limit to how far back the calendar/custom date range will go?

I did not find this information specified on this support page: https://support.simplifi.quicken.com/en/articles/4109588-using-the-bills-income-section

However, the calendar does not go back any earlier than November 2024, and I cannot enter a custom date range prior to Nov 05, 2024 (all dates prior to that are grayed out).

For context- I was trying to manually link some transactions for paid bills that were missed for a recurring bill series that was set up in January 2024, and I was able to successfully link transactions from this page, but only for the past recurring entries as far back as November 2024.

Also for the record, I am aware that I can still go to the "Transactions" section, find the older transactions, and manually link the transactions to the respective series that way. My question pertains to clarification on manually linking transactions to series specifically from the Bills & Income section Overview page and whether the limited date range view on this page is by design or not.

Best Answer

  • DannyB
    DannyB Superuser ✭✭✭✭✭
    Answer ✓

    I've never tried using the Bills & Income/Overview tab to connect past transactions with the recurring series. But just now checking it out, It appears the calendar on that page is limited to 3 past months and 12 future months.

    Danny
    Simplifi user since 01/22
    Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
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