Support for recurring bills in Simplifi to investment accounts

gmbrady

I do all of my banking out of an investment account at my brokerage. While I can link transactions for recurring bills that hit my credit cards in Simplifi, there is no way to link direct debit payments made for recurring bills out of my investment account.

This is becoming a big issue as more service providers are enforcing additional fees for credit card transactions; forcing a move to direct debit. This is creating a real blind spot in tracking my month-to-month expenses in Simplifi. I believe there is a way to do this in Quicken Classic, but there's not transition path from Simplifi to Classic that I'm aware of.

Please consider adding a way to link investment account transactions for recurring bills in Simplifi.

Coach Natalie

@gmbrady, thanks for posting your suggestion to the community!

I have moved this out of Feature Requests for now, as the ability to create recurring transactions using investment accounts is already available in Quicken Simplifi. I see both my manual and connected investment accounts in the Account and Category fields when I go through the Create Series flow.

Is there something specific about the current design that isn't working well for you? Let us know!