Recurring Transactions: Option to choose number of occurrences instead of end date (edited)

skibunny2k
skibunny2k Member ✭✭
edited January 2024 in Feature Requests

I think there should be an option on recurring bills and income to choose how many and/or date. if i know i need to only make 4 payments of something, then i have to figure out which month that will be. this becomes more tedious when it is in the teens.

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  • ajbopp
    ajbopp Member ✭✭✭✭

    @skibunny2k I like this a lot. Perhaps a coach will turn it into an idea post so that people can vote on it!

    Anthony Bopp
    Simplifi User Since July 2022
    Money talks. But all my paycheck ever says is goodbye

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    @Coach Natalie - can you turn this into an idea post?

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • EL1234
    EL1234 Member ✭✭✭✭

    For things paid in installments, this would make it easier to ensure that the reminder goes the correct number of times, instead of setting a start date and end date and then checking the preview to make sure it looks right.

  • sbennet1
    sbennet1 Member ✭✭

    Allow income to be one time recurring. You have one time recurring bills why not one time recurring income?

    Income transaction

    image.png

    Trying to mark income as one time recurring Option is missing.

    image.png

    Mark bill transaction as recuring option is there

    image.png

    Steve B

    Ex Fortran, Cobol, Basic, MS Access and VBA (Visual Basic for Applications programer

    Been using Simplifi since Dec 2026.


  • DryHeat
    DryHeat Superuser ✭✭✭✭

    @sbennet1

    I agree that it would be convenient to have a "one-time income" button.

    In the meantime, you can accomplish the same thing by creating a new recurring income and then marking it as a "One-time payment."

    image.png

    It takes a couple more steps, but it gets it done.

    DryHeat
    -Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)

  • sbennet1
    sbennet1 Member ✭✭

    @DryHeat

    I could also make one dummy recuring rule with onetime income set so it will not be used in matches. The only problem with that is that the symbol on the transaction register is a recuring symbol instead of a one time recurring symbol.

    One time symbol.

    image.png

    Recurring symbol.

    image.png

    It would make a lot more sense to put it on the recurring screen so it gets the correct symbol.

    Also not sure why my idea got combined with this idea.

    Anyway, I can use this work around. I do not get that many one time incomes.

    Steve B

    Ex Fortran, Cobol, Basic, MS Access and VBA (Visual Basic for Applications programer

    Been using Simplifi since Dec 2026.


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