Ability to Create One-Time Bills That Are Not Recurring (edited)

I noticed this Mark as One Time Bill, and I wanted to say Kudos to everyone. It is fast and easy and puts it in your monthly bills. It is a nifty feature, and I will use it a lot. It's good for irregular doctor visit, one-time yard work, repairs, plumbers, etc. Or irregular expenses like a new dishwasher.

Reading this is making me feel kind of crazy… I came here looking for a way to add a single, one-time bill into my bills list with a due date. There are people actually arguing that it doesn't make sense or "how does that help" or whatever. We are just asking for a way to enter a reminder to pay a one-time bill that hasn't occurred yet, with the amount and due date, in the bills list.

Until very recently I used Mint. In Mint, when I got a doctor bill, a tax bill, or any other random, singular, non-regularly-recurring bill in the mail, I would go to the bills section and "Add an offline bill", select the due date, then select "One Time" for the frequency. When I paid it, I went to the bill, clicked "Mark as paid" and entered the date paid (i.e. "Today") and that was it. The bill disappeared into my history as a paid bill. End of story. I just needed it listed in the bills section with the due date so I didn't forget to pay it. I am pretty sure this is all people are asking here, including me and OP, and perhaps the functionality is so basic its purpose seems to be escaping people?

I'm not sure how marking an existing transaction as a one-time bill helps, or is even relevant, because the transaction in question only happens one time, for a specific amount, on a specific date, and therefore hasn't happened yet to mark as a one time bill… These apps are becoming so connected and presumptuous that they are losing extremely basic functionality in the name of progress, it seems.

I actually like Simplifi, and it meets most of my needs better than any other service out there, including CK, Monarch, Rocket, Copilot, and however many other ones there are floating around now. It doesn't beat Mint, but I guess I don't have a choice in the matter for much longer.

For now I am creating a "recurring" "series" for a one time bill, with the "Next Date" and the "End Date" set to the same date. I have just started using the service, so it remains to be seen if the bill will simply disappear into my history (which is what I want it to do) when I link it to a matching transaction (FWIW, I'd rather just have a button to mark it paid, like in Mint).

But I don't want to add a transaction directly to the register or transaction list. I want to enter a bill that is due in the future and attach a reminder to it - which is really the whole point here, manual bill reminders - then when I pay it, mark it paid and have it entered into the transaction list when it happens.

There appear to be multiple ways to make it so a manual transaction will ultimately appear in my transaction record as "paid", but none of them actually deliver the feature OP, me, and probably many others want, which is a system to enter a unique bill, see it as DUE in the future, get a reminder, pay it, then manually mark it as paid. I don't think we are asking for something odd or being obstinate — this is a feature in multiple other products, even Intuit products, including Mint and Quicken desktop.

This is actually possible. Here's the workaround:

1. Manually create a recurring bill (for a future expected bill).
2. Set an end date for the series that falls before the second occurrence.
3. Boom! One-Time Bill. :)

Since not all companies are compatible with bill connect, creating a one-time bill is valuable (specifically for monitoring cash flow) for incompatible companies when recurring amounts fluctuate on monthly basis (e.g., credit card payments).

Creating a one-time bill is possible from the Transactions page. Please note the last sentence in this post.

From https://help.simplifimoney.com/en/articles/3625912-managing-recurring-transactions :

You can also create a Recurring Transaction through the Transaction View:

1. Hover over the panel on the left-hand side and select Transactions.
2. Locate the transaction you'd like to make Recurring, hover over it, and then click the three dots at the end of it.
3. Select Create new recurring.
4. Ensure the pre-filled data is correct and make any changes that are needed.
5. Click Create when done.

When going through the Transaction View to create a Recurring Transaction, you'll be given a few different options:

• Create new recurring – Quicken Simplifi will create a monthly Recurring Transaction for the same Payee, Date, Category, and Amount of the transaction; you'll be given the opportunity to make adjustments before saving.
• Link to existing recurring –This option is useful when a downloaded transaction didn’t properly match to a Recurring Reminder. Selecting this option will allow you to link the transaction to the Reminder, and will also increase the odds that it will match correctly next time.
• Mark as one-time bill – Marking a transaction as one-time doesn’t create a Recurring Transaction, but it does ensure that this transaction is included in the Bills total in the Spending Plan.