Ability to "search" for an upcoming bill

S.Patrick

Currently users can only locate upcoming bills up to 6 months, which means users, in some cases, are unable to locate annual subscriptions. For example, I manually added an annual subscription today (for next year on 11/18) and I need to update it but I can't because I am unable to locate the transaction.

Coach Natalie

Hello @S.Patrick,

Thank you for posting your suggestion to the Community!

In addition to having the ability to search for these items as requested in this post, I did also find another Idea post requesting that the Projected Cash Flow section be increased to 12 months (instead of 6), that you may be interested in adding your vote and feedback to.

https://community.simplifimoney.com/discussion/64/increase-projected-balance-to-show-12-months-on-projected-cash-flow-chart-edited/p1?new=1

-Coach Natalie

Coach Natalie

Hello @S.Patrick & All,

When reviewing this request, it looks like what's being asked for is already available in Simplifi. In the description outlined above, you'd be able to resolve this by viewing the Recurring Series, which will display the next Reminder instance (regardless of how far out it is), and allow you to edit it and/or edit the entire Series from here:

Additionally, the ability to search the Settings > Recurring section is now available for both the Web and Mobile Apps, making it super easy to locate any Recurring Series!

In the case where you're looking for the ability to locate Reminders in the Projected Cash Flow further out than 6 months, please be sure to vote here:

https://community.simplifimoney.com/discussion/64/increase-the-time-range-on-projected-cash-flow-chart-edited-6-merged-votes

With that said, I have marked this Idea as completed! 😀

-Coach Natalie