Mark as one-time bill missing

kgaren
kgaren Member
edited August 22 in Managing Your Transactions

It seems that mark as one-time bill is missing from the transactions page. Is it just me? User of Simplifi for the last couple of years but new to this forum.

Tagged:

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited July 22

    @kgaren, thanks for reaching out!

    Are you using the Quicken Simplifi Web App or the Mobile App? If the former, I see that you can open the Transaction Detail, click on "Mark As Recurring", and a window will open that has the 'one-time bill' option —

    Screenshot 2025-07-22 at 8.50.39 AM.png Screenshot 2025-07-22 at 8.50.51 AM.png

    Let us know if this works for you!

    -Coach Natalie

  • kgaren
    kgaren Member
    edited July 22

    I am aware that is in the edit transaction but has disappeared (from last week?) in the drop down on the transaction list screen. This on a web page as well as the web app.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @kgaren, thanks for the reply!

    It was likely removed from the three-dot menu of a transaction, if that's what you're referring to. Since you can mark a transaction as a one-time bill following the directions I gave above, we would recommend going that route moving forward. Otherwise, you are welcome to create an Idea post for any changes you'd like to see in the program! This will allow other users to vote on your suggestion, and our product team to review it.

    I hope this helps!

    -Coach Natalie

  • kgaren
    kgaren Member

    Yes, that is the place it was removed from. I'll post an idea to have it restored.

This discussion has been closed.