check deposits not showing up in Bills and Income section...
Hi Community,
I’ve noticed something odd in my Simplifi account. My recurring Paycheck transactions correctly appear under the Bills & Income section, but my Mobile Deposits (one-time deposits categorized as Personal Income) do not.
From what I can tell, the main difference is that my Paycheck is set up as a recurring series, while the Mobile Deposits are one-time. I’d like those Mobile Deposits to also appear in Bills & Income so I can track all types of income in one place.
Question:
- Is it expected behavior that only recurring income transactions show up under Bills & Income?
- If not, how can I configure Mobile Deposits (or one-time income) so that they display in Bills & Income as well?
Thanks in advance for the guidance!
Comments
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See if this will work.
Go to Spending Plan: Income and click on the 3 dots on the right, and make sure that you have Automatically Include checked:
Recurring Income will always be included but other income, which used to be included, now won't be unless you want it to be.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)0 -
@Mountain Man, thanks for posting your inquiry to the Community!
The Bills & Income section is designed to show upcoming items, such as recurring reminders, future-dated transactions, and refund reminders. It will also show recurring reminders that are past due, meaning the Reminder has not yet been linked to a transaction and is now considered "past due".
With that, you won't see items in this section that aren't considered "upcoming" or "past due" recurring items.
I hope this helps!
-Coach Natalie
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