Add a Report for Recurring Transactions, or the ability to download them (edited)

5472sss

Simplifi has Recurring Transactions ... Bills, Subscriptions, Income...Having the ability to report or download the listed transactions greatly improves Simplifi. 

DannyB

I would like to see of all subscriptions including the price of the subscriptions included in reports as a separate tab. The reason I suggest this is because of how easily subscriptions can add up and because subscriptions can be monthly or annual and thus hard to keep track of.

A graphical list of subscriptions can help one:

1. Understand the total cost of all current active subscriptions
2. Provide a one stop tool to for one to analyze use and value of a subscription
3. Reveal redundant subscriptions

Of course like everything else, the user will have to make sure all subscriptions are identified and this is easily done through review of spending in the spending plan.

Jeannette

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.

Jeannette

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

Flopbot

@5472sss & @Jeannette , does this get you closer to what you're looking for?

Reports>Spending>Filter>Advanced>Select Bills>Download as .csv

Jeannette

@Flopbot unfortunately no because I am looking for future months data to be represented

Norm6257

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.

MissA

Yes, having this feature to see recurring and monthly, yearly, etc. would be extremely helpful.

bowgy4

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.

bowgy4

Coaches, can you please move this to the product feature requests and out of the financial institution category? Thank you.

Craig1403

I have need of the above functionality as well. I see the value in establishing subscriptions. However, they are not easily visualized within Simplifi.

Coach Natalie

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

DannyB

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:

• This “report” already exists in Q-Simplifi - Settings > All Recurring > Subscriptions 🙄
  • On this screen I can see all the recurring expenses I have set up as Subscriptions along with how much I pay monthly and the total annual cost.
  • I see the monthly total of all "Subscriptions" in my Spending Plan.
  • I can easily review this list and make decisions on which ones to keep and which ones to cancel depending on usage and perceived value for cost.
• ”Subscriptions” is a fluid term as used in Q-Simplifi, dependent on user interpretation. 😏
  • What constitutes an expense as a subscription? Q-Simplifi's on support article answering the question, "What's the difference between 'Bills' and 'Subscriptions'?" acknowledges the ambiguity and makes it clear this is a "distinction solely for the discretion of our user…"
• Not a whole lot of users see this as a helpful request. 😁
  • In the almost 2 years since this was posted, it has only 74 views, 8 upvotes (including mine) and 1 commit.
  • I am now one of the users that don't find this suggestion as a useful idea since the info is already readily available.

@Coach Natalie I think this feature request can be withdrawn closed or marked as "this feature already exists" status if not simply deleted.

Coach Natalie

@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:

https://community.simplifimoney.com/discussion/1980/add-a-report-for-recurring-transactions-or-the-ability-to-download-them-edited

Does merging seem like an agreeable solution at this point? 😀

-Coach Natalie

DannyB

I think merging would be a fine way to go.