Better subscription tracking -Monthly, Quarterly, Yearly, with category

DarkOne
DarkOne Member
edited June 5 in Bills and Income

This day in age we need to be able to tracking recurring subscription to get an handle on what things we have subscriptions to. After you signup up for thing after 5 you start to loose what is where and who you signed up with. We need to be able to tracks all subscription cost and when if they are monthly , quarterly, yearly so we can plan for the future better.

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited May 5

    @DarkOne, thanks for posting your suggestion to the Community!

    I went ahead and moved this out of Feature Requests for now so we can do some educating and then gather a better understanding of what specifically you're looking for.

    With that, in Quicken Simplifi, you can navigate to Settings > Recurring and then set up all of your Recurring Subscriptions. In the Frequency & Occurrence tab, you can tell Quicken Simplifi how often the payment is due, which includes options like monthly, quarterly, and yearly.

    Screenshot 2025-05-05 at 11.32.54 AM.png

    Our support article here has more details on creating Recurring Transactions in Quicken Simplifi: https://support.simplifi.quicken.com/en/articles/3625912-managing-recurring-transactions#h_8fd254df41

    Let us know how this works for you!

    -Coach Natalie

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