Group recurring bills to one checking account

Flynn

How can I link specific recurring bills to one checking account? Just want to ensure that I don't incur overdraft fees. My wife and I have multiple bank accounts and I pay most of our bills from one account. Thanks!

Coach Natalie

@Flynn, thanks for posting your inquiry to the Community!

Our support article here has the steps for creating and managing Recurring Transactions in Quicken Simplifi: https://help.simplifimoney.com/en/articles/3625912-managing-recurring-transactions

You can then use the Projected Cash Flow feature to make sure your account balance is always in the positive when projecting for future expenses: https://help.simplifimoney.com/en/articles/3357429-using-projected-cash-flow

Let us know how this works for you!

-Coach Natalie

RobWilk

Simplifi NEVER issues payments from your checking account. You just list the recurring transaction in the account it's in, and when the bank downloads that transaction to simplifi, simplifi will 'match' that transaction (if it guesses right) for your records.

Flynn

Sorry, that’s not what I meant. I know that my bank account makes the payments, I just want for recordkeeping purposes to limit it to that source of income and not all others that I have listed in Simplifi. Does that make sense? Thanks for your response.