Bill tracking

Swosher9

I have been a quicken classic owner for nearly 20 years and have been looking at upgrading to a more modern and updated program, so I am trying Simplifi. My biggest concern is that with quicken, I was able to create a card view bills calendar where I could select one, have a manually inputted link to the website to said bill, and could schedule my bills weeks out if needed and they would post into the quicken accounts as a transfer (checking to credit card for instance) on the given date. It helped me to keep track of bills that I had already planned for in the month and insured I was not missing anything. Now with Simplifi, I do see a way to create the bill reminders in bills and payments, but I can not mark them as completed or enter any type of note or schedule date for a payment. This seems like a very small feature if it is left out and I hope it is just something I am overlooking, can anyone provide feedback on this?

Flopbot

@Swosher9,

That same level of detail hasn’t been built into Simplifi, yet. Currently, there is no way to mark bills as having been paid in advance. I know there is an Idea Post in this community that already addresses this and if you can find it, vote for it. Unfortunately, I couldn’t find it in a quick search. Maybe someone else will come along that can?

Once you have a few bills entered into your account, check out the ‘Bills & Payments section. In my opinion, it’s the closest feature in Simplifi to the old bill calendar in Quicken Desktop.

ajbopp

Here is the idea post for paying bills in advance

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