Manual Accounts with Recurring Monthly Bills (How to add to pending)

Wade Kilpatrick

So I have to use simplifi with my Advantis Credit Union as a manual account as it doesn't allow me to enter my username/pw and auto download. I've set a recurring bill and it says it is due tomorrow….How do I go about posting it in the pending section?

UrsulaA

When entering a transaction, you can mark it as pending on a manual account.

Coach Natalie

@Wade Kilpatrick, thanks for posting your inquiry to the Community!

Since Recurring Reminders are designed to automatically detect and link to downloaded transactions, the process for manual accounts/transactions is a little trickier. Basically, you'd have to manually enter the transaction in the account register for the current or a prior date, and then manually link that transaction to the Recurring Series to mark the Reminder as "paid".

https://help.simplifimoney.com/en/articles/3348103-managing-transactions-in-quicken-simplifi#add-a-transaction

https://help.simplifimoney.com/en/articles/4436514-linking-transactions-to-reminders#h_1200fab18f

With that, I'd suggest checking out these existing requests:

https://community.simplifimoney.com/discussion/284/convert-reminders-to-a-transaction-on-the-day-they-occur-edited-1-merged-vote

https://community.simplifimoney.com/discussion/1894/ability-to-create-a-transaction-from-a-reminder-edited

https://community.simplifimoney.com/discussion/287/ability-to-mark-recurring-reminders-as-scheduled-paid-in-advance-edited-19-merged-votes

I hope this helps!

-Coach Natalie

Wade Kilpatrick

Yeah but what about monthly bills? Say I setup bills to come out each month but they aren't assigned to a certain transaction so how do I go about say marking a bill as paid say on 1/15 when it's 1/10? I like to budget out about a month ahead