It would be good to have a way to distinguish automatic payments in the Upcoming section, so I would know which bills I need to pay manually in order to process them before they are due.
@Marsha Whitney, I’d like this too! While temporarily talking over the finances for someone else, I found a workaround since didn’t have this data memorized yet. I added an ”M - “ or an “A -“ to the beginning of each Recurring Series to help remind me which was which. It’s not ideal, but does quickly answer the question of which are manual and which aren’t.
The one downside is that it makes your memorized payees list more complex. For example, now I have to use “A - State Farm” instead of just “State Farm” When working with individual transactions.
This is my #1 feature request!
As a newer customer of Simplifi (switched from Quicken Classic in 2026), I have also run into the same issue described in this post from 2023 and am really surprised this has not yet been addressed since I would imagine every customer has this similar situation?
When looking at the Reminders coming up in my checking account I find it really important to understand which of the transactions between now and the next paycheck are automatic and which have some flexibility as they require manual action. For example, the mortgage is automatic withdrawn on a specific date and I can't mess with that, but my monthly additional mortgage principle payment is manual and I have to act to pay that, can move that or even skip that if needed.
My ask is for a visual indicator on the reminder which is set from within the reminder or series (supporting the series is very important) to indicate which are manual and need action. If not visual indicator, then it is automatic and will just happen. I would expect to see this indicator on the reminder on the account view as well as the Bills & Income view.
