Update next reminder amount for credit cards automatically using the account balance (edited)

Another vote for this feature! This was my primary use of mint and very disappointed its not here. will see how the next 30 days go but may cancel if it's not there soon.

+1

Doesn't make sense to have projected cash flows if it can't pull in CC Payments. Projected cash flow should be able to quantify the next payment as well as the rolling average of payments.

+1 for this feature.

Also coming from Mint where I took this feature for granted. I have at least a dozen cards that I would like to have shown on my projected cash flow, the reminders don't work as expected. I somehow have duplicate reminders and series that have some transactions and another series with the other transactions. I only made one series…. It's saying I have payments past due, but I have them all set up with Autopay so I know that is not true. It doesn not track transactions and map them correctly.
If I have to do this manually, I may as well go back to using Excel for my forecasting. It was cumbersome to update all the time but it works…
I miss Mint!!!

I'm coming from Mint, as many others…

I do not understand why on earth the "Bills & Payments" page in Quicken does not list the upcoming CC payments and reflects them in the "Projected Cash Flow".

Everyone of us has more than 1 CC. Mint was very useful in providing the list of the future payments that are scheduled, based on the CC balance. So, the proper cash flow from the bank account could be managed, transfers made between accounts, etc… It was easy if i had enough money on one account to pay for the CC bill and plan accordingly…

At this moment Quicken Bills and Payments reminds me of "expenses" in the terms of categorized transaction regardless of the form of payment. But paying an expense with CC does not affect my immediate Cash flow, until i settle the CC statement.

The consequential "Projected cash flow" idea is very interesting, but for me at the moment is completely useless, because it lacks a lot of information on actual cash-outs to other institutions (my bank paying my CC).

+1 for this feature.

It seems like they lock voting when they are actively developing things. Definitely do that when they are close to releasing, since we arent behind the curtain I dont know if anyone here can say if thats the exact point when development has begun or if they start working on it while voting is still open.

+1

The ONLY reason I use a money tracker is to track my credit card balances and upcoming due dates. I only transfer the amount due to my checking account which I use to pay all of my credit cards(11 of them). I might cancel if another app does this for the same price.

That sounds amazing! Thanks for the update! I hope American Express is on your list as well :)

Thanks for the update…waiting expectantly!!!

[Update: I posted this when I got to the bottom of page 1 of the thread's comments, not noticing there were 3 more pages! (suprised there weren't 300 more). I see it's being worked on. That's encouraging, but it's also disheartening to learn that this feature doesn't yet exist in simplifi! (And the last update from simplifi was nearly two months ago.) To me this seems to be a no-brainer absolute requirement for any personal finance software to even have the nerve to be on the market. My mind is blown. I can't believe I've spent several days setting up all my accounts and learning how simplifi works, and now that I've reached what I hoped would be the end of the rainbow (an accurate cash flow forecast for my checking account) it's not available without a lot of manual work and hassle each week. That's what simplifi is supposed to eliminate. Wow.]

[Original post] No comments by simplifi staff? What's the status of this? Like every simplifi user who uses credit cards, I want simplifi to look at the payment information on the credit card servers whenever it refreshes my transactions, and just like I do on the website for each credit card, I want to be able to specifiy for each credit card in simplifi what I want to pay:

• minimum balance due (which I do frequently with 0% interest cards)
• statement balance (which I do for the others that charge 9999% APR interest!)
• or a fixed amount, if some people might do that

This is just standard, common sense stuff. Simplifi shouldn't need to look at my transactions and calculate how much I might need to pay; we see that for every credit card in the universe when we log into their web page. Simplifi is doing this every 6 hours, or whatever, so why can't they look at the payment date/amount data? I want this SIMPLIFIED for myself; I don't want to frequently have to log into my credit cards, check to see due date and amount, and then go into simplifi to manually adjust a generic (always wrong) forecast. I want it to use the data that's already available.

Quicken/simplifi: what's the status here?

I have set reminders for all Credit Cards I use, but currently I have to set a value for it as It is not intelligent enough to give me the information on what was the final statement balance I must pay. I know there are people that for one reason or another do not pay it in full, but it would be very helpful to have the reminder showing me what was the value of the closed statement. It would also make it easy to Quicken Simplifi to identify the payment (when made in full), and to update the Cash flow.