I tried to add a recurring income.

tylerldt
tylerldt Member
edited December 2023 in Bills and Income

The way I receive these checks is on the 3rd Wednesday of the month but there is no way to customize my recurring income for this.

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  • ps56k
    ps56k Member ✭✭✭✭

    how did you set a “Reminder” ?

    And the 3rd Wednesday- sounds like SSA monthly benefit payment -

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    "Reminder" i meant recurring income series. I set real reminders on google calendar. Yes, SSDI is my primary income.


    Rob Wilkens

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    I cannot edit my post on a mobile web browser

    But if you search the discussion board for "Recurring reminder" you will see that is the language used for that.

    You set them up under settings->recurring.


    Rob Wilkens

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    The steps for editing a single Reminder instance can be found here: https://help.simplifimoney.com/en/articles/3625912-managing-recurring-transactions#h_ce0862213b

    -Coach Natalie

    -Coach Natalie

  • DannyB
    DannyB Superuser ✭✭✭✭✭

    I receive my SSA on the 2nd Wednesday and it arrives in my checking account between the 9th and 15th. My recurring event for this is set for the 12th, splitting the difference.

    Danny
    Simplifi user since 01/22
    Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
  • This shows that the Quicken app allows you to set it up in this case for the 4th Wednesday of the month. So I believe it CAN be done.

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