Recurring

Discussion List

• 
  For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out?

  Answered DryHeat 44 views 8 comments 0 points Most recent by DryHeat December 13Using the Spending Plan
• 
  The Money In/Out exclusions in Recurring Transfer Series apply backwards half the time

  DryHeat 13 views 0 comments 0 points Started by DryHeat December 13 Report a Bug
• 
  22

  Up Down
  Convert Reminders to a Transaction on the day they occur [edited] (1 Merged Vote)

  Active cwebbs60 853 views 41 comments 22 points Most recent by SRC54 December 11Feature Requests
• 
  127

  Up Down
  Ability to Link multiple Transactions to a single Recurring Bill at one time (edited)

  In Review EODelf 2.2K views 52 comments 127 points Most recent by Quicken Kirby December 10Feature Requests
• 
  Multiple categories to recurring transaction

  Answered ✓ Peter T 22 views 2 comments 0 points Most recent by SRC54 December 6Bills and Income
• 
  Amount Matching: "Limited Range" option not matching correctly (edited)

  DryHeat 120 views 23 comments 0 points Most recent by Coach Jon December 3Feedback
• 
  Merged: Limited Ranged in Series not being Honored

  Closed nmnmnmnmn 7 views 0 comments 0 points Started by nmnmnmnmn December 3 Troubleshooting
• 
  Does editing an individual reminder change the "Exact Amount" setting for that one?

  RobWilk 79 views 15 comments 0 points Most recent by RobWilk November 24Bills and Income
• 
  145

  Up Down
  Ability to mark Recurring Reminders as "Scheduled"/"Paid" [edited] (19 Merged Votes)

  In Review givehim6 3.4K views 164 comments 145 points Most recent by jflores11 November 21Feature Requests
• 
  368
  Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)

  Planned SimplifiBeta 7.6K views 199 comments 368 points Most recent by TiggerTrainer November 20Feature Requests
• 
  6

  Up Down
  Add the 'Edit Series' option to the three dot menu of reminders (edited)

  DryHeat 51 views 6 comments 6 points Most recent by SRC54 November 8Feature Requests
• 
  Toggle to include/exclude upcoming bills from Planned Spending by Category?

  Answered ✓ Closed Swanson17 32 views 5 comments 0 points Most recent by DryHeat November 5Using the Spending Plan
• 
  Which Payee name does Simplifi use when matching a transaction to a recurring series?

  Answered ✓ Closed DryHeat 104 views 16 comments 0 points Most recent by DryHeat November 5Bills and Income
• 
  Is QS supposed to automatically enter a recurring transaction/transfer as a pending transaction?

  Closed DannyB 60 views 16 comments 0 points Most recent by Coach Natalie November 5Troubleshooting
• 
  Recurring Transfer History does not display in the series details if the recurring amount is $0

  Jenny T 25 views 3 comments 0 points Most recent by Jenny T November 4Report a Bug
• 
  Linking to Recurring Transaction Does Not Update Payee & Category

  bcrossman 69 views 10 comments 0 points Most recent by Coach Natalie November 4Report a Bug
• 
  Weekly Reminder Date Keeps Moving Forward

  Closed JL63 90 views 12 comments 0 points Most recent by Coach Natalie November 4Report a Bug
• 
  New User

  Closed DaveVT 54 views 8 comments 0 points Most recent by DannyB November 4Getting Started
• 
  Apple Card Bill Connect Recurring Series not working

  Closed cfleischhacker 22 views 1 comment 0 points Most recent by SRC54 November 2Bills and Income
• 
  Year on date not shown for recurring bill history in Web App, year displays in Mobile App

  Closed UrsulaA 61 views 8 comments 0 points Most recent by Coach Natalie October 30Report a Bug
• 
  3

  Up Down
  QBP: Recurring Invoice Payment Reminders (edited)

  sidewalkboots 34 views 4 comments 3 points Most recent by RobWilk October 29Quicken Business & Personal Feature Requests
• 
  recurring series (income and bills/subscriptions) are duplicated in the mobile app (edited)

  Closed lynchbro 24 views 2 comments 0 points Most recent by lynchbro October 27Troubleshooting
• 
  13

  Up Down
  Add a 'Last Business Day of the Month' Frequency Option to Recurring Transactions (edited)

  Active brianperry263 38 views 4 comments 13 points Most recent by Paul Williams October 24Feature Requests
• 
  How to set up Hospital Bill to show remaining balance (edited)

  Answered ✓ Closed EllieBean 28 views 1 comment 0 points Most recent by EL1234 October 23Bills and Income
• 
  3

  Up Down
  Add a Notification for when a Recurring Transaction is ending (edited)

  Active Dean0656 75 views 6 comments 3 points Most recent by Coach Natalie October 22Feature Requests
• 
  13

  Up Down
  Add a Report for Recurring Transactions, or the ability to download them (edited)

  Active 5472sss 147 views 15 comments 13 points Most recent by Coach Natalie October 15Feature Requests
• 
  Future payment series show up as client credits

  Closed sidewalkboots 42 views 5 comments 0 points Most recent by Coach Jon October 14General Troubleshooting
• 
  "Delete Series" from the Edit Series window does not show a confirmation dialog (edited)

  ajbopp 58 views 6 comments 1 point Most recent by Coach Natalie October 8Report a Bug