Offer more “Due Date” sorts.

thklopper
thklopper Member
edited August 14 in Feedback

In “Setting —> Recurring Transactions”.

And for other options, besides “Overview”, in “Bills & Income”.

SurfQS

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @thklopper, thanks for posting your suggestions to the Community!

    I went ahead and moved this out of Feature Requests so we can get a clearer idea of what specifically you're referring to. You also want to outline just one enhancement idea per Feature Request in accordance with our guidelines here:

    With that, please describe what you mean by "due date sorts". Under the Frequency & Occurrence tab of a Recurring Series, you can set the due date using the built-in frequency options, as well as apply multiple fixed dates for added flexibility. Is there something specific about these options that doesn't cover your needs?

    Screenshot 2025-07-14 at 9.45.01 AM.png

    Please also elaborate on "overview" in Bills & Income. To clarify, the Bills & Income section is designed to show upcoming items, like recurring reminders, future-dated transactions, and expected refunds. The recurring reminders displayed here would match the associated Recurring Series, unless the individual reminder has been edited.

    https://support.simplifi.quicken.com/en/articles/4109588-using-the-bills-income-section

    We look forward to hearing back from you!

    -Coach Natalie

This discussion has been closed.