I've been posting different questions and suggestions over the past few months on how to get the view of future expenses that I'm looking for. All of the data I want is here in the recurring transactions list. I would like, at a minimum, to be able to filter it by account. What would be even better is a report with this data that could be filtered by account (or other field) and displayed in a tabular format by month. Sort of like the old Quicken budget view. I just don't want/need to go through the excercise of creating a budget by category, all of the data I need is already here in the recurring transactions that I've setup. I hope other people would also find this useful.
Here are some examples of what I'm looking for. The ability to filter or select accounts to be included is a must have.
example 1 - expenses only
example 2 - income and expenses
@5472sss & @Jeannette , does this get you closer to what you're looking for?
Reports>Spending>Filter>Advanced>Select Bills>Download as .csv
@Flopbot unfortunately no because I am looking for future months data to be represented
It would be great to have a recurring transaction report or view. I would like to have the ability to group it by frequency of recurrance. That way I can easily see what monthly, quarterly, yearly subscriptions / bills I have.
Yes, having this feature to see recurring and monthly, yearly, etc. would be extremely helpful.
If you take the downloaded bills, you could just add formulas in Excel to show the future months. Date formulas in Excel can handle any kind of situation, like quarterly, every two weeks and showing the rare instance of 3 bills in one month in the correct month, etc.
Coaches, can you please move this to the product feature requests and out of the financial institution category? Thank you.
I have need of the above functionality as well. I see the value in establishing subscriptions. However, they are not easily visualized within Simplifi.
Hello All,
This Idea seems to have fallen stagnant, and due to the age of the request and lack of user votes/comments, will be archived within the next 10 business days.
If you would like to see this Idea kept alive and considered for possible future implementation in Quicken Simplifi, please be sure to add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here.
Thank you,
Quicken Simplifi Community Support Team
I created this request early on in Quicken Simplifi user. It didn't take long, as I read through the how-to support articles, to discover a few things related to this feature request:
@Coach Natalie I think this feature request can be withdrawn closed or marked as "this feature already exists" status if not simply deleted.
@DannyB, look at all of the ways you've found to accomplish this while on your journey with Quicken Simplifi!
Since this Idea has votes from other users, I don't know that I want to delete it per se. We do, however, have another Idea post where users are requesting a Report for Recurring Transactions in general (not just Subscriptions) that I've considered merging this request with in the past:
Does merging seem like an agreeable solution at this point? 😀
-Coach Natalie
I think merging would be a fine way to go.
The Community Support Team reviews long-standing Idea posts for relevancy and current interest. This Idea seems to have fallen stagnant, and we would like to gauge the current level of interest in this request.
If you would like to see this Idea implemented, please add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here.
