Display future-dated transactions/reminders in account registers [edited] (1 Merged Vote)

There should be an option to add an upcoming bill to the transaction list. The scenario, I have a credit card bill due on the 20th. I schedule a payment with my credit card company the weekend prior to the bill being due. I would like the upcoming transaction out of the upcoming transactions as a reminder that I paid the bill already. Later when the transaction is downloaded Simplifi can match the transaction that is downloaded to the transaction that was made when I scheduled the bill payment.

Just a thought.

I commonly add future manual non-recurring transactions, however, they are difficult to view in the scrolling view on the transaction page. I love the Upcoming Transactions tab, however, it would be nice to be able to expand the date ranges so I can see ones that are outside of the current month.

I really would like a list view of all future transactions that I can adjust the date range, whether they are manual or recurring.

Love the application tho, has changed the way I do finances and taken out the stress.

Thank you!

Simpifi Newbie here seeing yet another no brainer suggestion that is over 3 years old, and still not implemented. A former user of Quicken for nearly 40 years. I would always enter my upcoming bills into my account and watch the balance and reconcile once it cleared the bank.

Having the ability to add upcoming/reoccurring transactions as "pending" in the transaction list would be the equivalent entering a check that you wrote into your checkbook. But not many are using checks anymore, Automated ACH withdrawals has become the norm. The money is coming out…IT"S PENDING! and it should be seen in the transaction list as pending, either automatically with set criteria or as an option to add it…via the 3 dots.

Now I can add the transactions manually with the hope that when the transaction clears the bank that it won't be a duplicate transaction and will be linked to the reoccurring bill reminder. As shown below to demonstrate the situation, I have manually entered a transaction expected today, going thru the tedious task of entering all the details: acct, payee, amount, and category. (Would be much easier if it happened for me, by a set amount of time such as 10 days before due date). But look… in my haste creating this pending transaction. I selected the wrong account. If this were automated it could help prevent such errors.

I've seen others in this discussion say that future balances can be seen other ways…but that option is not available where the sausage is getting made…in the TRANSACTION ACTIVITY.

Well, my experiment of adding a pending transaction for a reoccurring bill, as demonstrated in my post above, has revealed yet another flaw in Simplifi.

The example here shows that after my T-Mobile bill cleared the bank…it did not match with the pending transaction, and I was not able to link it before it cleared either. The only solution at this time is to delete the pending transaction and mark the incoming transaction that was automatically linked to the reoccurring one, as reviewed.

A solution would be either of these shown below, ideally both:

In Quicken Classic, it has long had a list of bills, and you had the option to enter them into your register, and the ledger balance reflected all transactions, cleared and uncleared.

I see people have been asking for an update so that future/upcoming transactions can be seen in the account register, but it still hasn't been done. Unless I missed something. I wouldn't have purchased this software if I had realized this. I purchased it so that I could get away from the desktop program I use, and this is literally the main functionality that I need. Lucky for you, I had to purchase for a year. But if this feature isn't added in before renewal next year, I'll have to cancel. I really like the program otherwise. It'll be a shame if I have to cancel. Please add this feature in!

Use Case: user gets paid once per month. Users want to enter transactions that need will come from that paycheck dated in the future up to the date of the next paycheck.

Example: user is paid $4000 on December 15 and will be paid again on January 15. On payday user schedules as a pending transaction a mortgage payment for $1000 that will be withdrawn from users bank on January 5.

Desired outcome: user can see projected balance to help control spending.

Current functionality does not permit this, rather Simplifi shows a future transaction but it does not decrement the pending balance.

When Intuit deprecated the Mint.com system (which did exactly this functionality) I came to Simplifi because it comes sort of close to the desired function.

Workaround: I enter all the transactions dated the day of my paycheck which gives me the projected balance I want, but future transactions should be allowed.

I would like the ability to toggle the view to show upcoming reminders as bill cards or as line items in the register
Transactions > Account > Toggle Bill Cards between the current horizontal row of cards to line items in the register with a status of "Reminder"

Absolutely! This is a needed feature. Often in the old Quicken versions I would add-in transactions so I could estimate the account balance based on those future-dated transactions. Right now I can't do that.