Social Security deposits

JBudney
JBudney Member
edited July 1 in Bills and Income

Unless I've missed it, I can find no way to enter a transaction that occurs on the 1st, 2nd, 3rd, or 4th Wednesday of the month, as in Social Security check deposits. I thought that was an option, but I can no longer find it - if it was ever there.

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Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited May 29

    @JBudney, thanks for posting!

    I have moved this out of Feature Requests, as the ability to create a Recurring Series with a specific day and week of each month is already available in Quicken Simplifi. All you have to do is navigate to the Frequency & Occurrence tab in the Recurring Series setup:

    Screenshot 2025-05-29 at 7.58.58 AM.png

    Let us know how this works for you!

    -Coach Natalie

  • SRC54
    SRC54 Superuser ✭✭✭✭✭
    edited May 29

    Yep, I get my deposit the 4th Wednesday each month. This is how I do it.

    Now if we could get the last business day of the month? But even that won't work if it's a Monday bank holiday. But, we cannot have everything. LOL

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

  • DannyB
    DannyB Member ✭✭✭✭

    Works like a charm for me. My SSA is deposited on the 2nd Wednesday and my spouse's is deposited on the 4th Wednesday.

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