Recurring Transaction Times

myf

Please note that " Every Three Months" is not available as a choice for frequency when creating a recurring transaction. Many bills are sent quarterly (my water bill for example). Also, many people pay various taxes each quarter, so being able to schedule every three months is critical.

Coach Paco

This is wonderful feedback!!! I can see what you want to have a option for "Every Three Months" would be helpful for those quarterly bills!

Coach Tappan

I have a similar problem. My trash bill is due every **four **months. I guess we need to add more options! Thanks for the tip!

bkushner

How are you all handling quarterly bills since there isn't that option. It would be nice to have that option.

Coach Paco

@bkushner, Appreciate your suggestion!

michaeljcampbell

Yes, I second that suggested product improvement. There does not appear to be a way to assign a recurring transaction to repeat quarterly.

jaarso

I just starting using Simplifi yesterday and I am really liking what I see. I have wanted to move away from Quicken desktop entirely to a web-based solution and am glad it is finally here. I have to be honest that I was quite surprised that quarterly recurring bills was not already an option to begin with. My trash and HOA dues are both due quarterly. The HOA itself is $225 per quarter so I am not talking about a small amount of money. I really like what I see in Simplifi but the fact that we have to ask for basic functionality concerns me. Having a damn quarterly option doesn't seem to be something that would be that difficult to have added up front or even now.

Coach Paco

@jaarso I appreciate the feedback and we have submitted that suggestion to our team!

jaarso

@Coach Paco said:
@jaarso I appreciate the feedback and we have submitted that suggestion to our team!

Thank you sir!! I started using Quicken for Windows in the early 90's many years ago and then Quicken Mac for the past few years which is much nicer. I stopped using Quicken entirely a few months ago and started using Mint heavily. For a few years now, I have been waiting for you guys to finally come out with a product that does not rely on the desktop and I got a lot of it set up yesterday. Things are looking really good so far!! I am not sure about the others but for me, the quarterly recurring option is a must have.

Coach Paco

@jaarso Once we have more information we will post it in the community, so stay tuned !

TGP

When I am asking if this is a recurring transaction, the choices are very limited. For example, we pay our Water Bill quarterly, so every 3 month is not a choice. I think it should be more flexible than the choices you have there for now I am getting in correct data and incorrect balance projections.

TGP

***Corrected a typo***

When I am asked if this is a recurring transaction, the choices are very limited. For example, we pay our Water Bill quarterly, so every 3 month is not a choice. I think it should be more flexible than the choices you have there for now I am getting in correct data and incorrect balance projections.

TGP

I am moving this topic to IOS since I noticed it in IOS App

Coach Paco

@TGP I moved your discussion here. We have an idea already posted for it in our community !

Coach Paco

@TGP Your post was moved here!

TGP

Thank you!

Coach Nicole

Hi All -- We're happy to announce that we've added two additional frequency options: Every Quarter and Every 2 Months. We're working on a Custom frequency, but we don't have an ETA as to when that will be added. Thank you all for your great feedback! Keep it coming!