How to set up monthly plan to view incoming revenue? (edited)

Question

I have my transactions categorized. I Need to setup my monthly plan how do I view my Incoming revenue?

SRC54 · Accepted Answer

Hi Donzee.  Welcome!

If you've already connected and created your accounts, you can just look through your register and find your incomes and then go over to the right and click on the 3 vertical dots and choose "Create Recurring Series.  Just adjust the details, such as frequency, probably monthly.

Do the same with any other regular income you have.  I assume you've already done your bills?  If not, do the same thing for them.  Simplifi also has some internal AI that will point out potential recurring bills and income.

Check out this for support articles for getting started:

https://support.simplifi.quicken.com/en/

Feel free to post any particular questions you have.  Good luck and have fun with it.