Distinguish between bills that are automatically paid vs need manual processing
As the title mentions, I'm wondering if there's some way in the app to easily distinguish between recurring payments that are setup to be automatically deducted (I don't need to do anything), vs those that I need to make sure to pay myself.
I guess where I'm looking is in the upcoming lists. I can't always recall which I have automatic payments setup for, vs which I still process manually each month.
Best Answers
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@Charlie74 I don't believe there is a built in way to do this but here are a couple of iideas that you could try:
- Indicate in the payee for your recurring reminder that a bill is autopay or manual
- Put auto pay in the bills section and manual pay in the subscription section.
The second option won't show what is auto and what is manual in the upcoming reminders since that list doesn't distinguish between bill and subscriptions.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer1 -
@Charlie74, thanks for posting!
It looks like Danny has provided some great suggestions for you, and I'd also suggest adding your vote and feedback here:
I hope this helps!
-Coach Natalie
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