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check deposits not showing up in Bills and Income section...

Mountain Man

Hi Community,

I’ve noticed something odd in my Simplifi account. My recurring Paycheck transactions correctly appear under the Bills & Income section, but my Mobile Deposits (one-time deposits categorized as Personal Income) do not.

From what I can tell, the main difference is that my Paycheck is set up as a recurring series, while the Mobile Deposits are one-time. I’d like those Mobile Deposits to also appear in Bills & Income so I can track all types of income in one place.

Question:

Is it expected behavior that only recurring income transactions show up under Bills & Income?
If not, how can I configure Mobile Deposits (or one-time income) so that they display in Bills & Income as well?

Thanks in advance for the guidance!

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Comments

SRC54

See if this will work.

Go to Spending Plan: Income and click on the 3 dots on the right, and make sure that you have Automatically Include checked:

Recurring Income will always be included but other income, which used to be included, now won't be unless you want it to be.

Coach Natalie

@Mountain Man, thanks for posting your inquiry to the Community!

The Bills & Income section is designed to show upcoming items, such as recurring reminders, future-dated transactions, and refund reminders. It will also show recurring reminders that are past due, meaning the Reminder has not yet been linked to a transaction and is now considered "past due".

https://support.simplifi.quicken.com/en/articles/4109588-using-the-bills-income-section

With that, you won't see items in this section that aren't considered "upcoming" or "past due" recurring items.

I hope this helps!