Recurring

Discussion List

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  1

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  Ability to create a new Recurring Series from the Reminders carousel (edited)

  Active EL1234 11 views 0 comments 1 point Most recent by EL1234 December 2025Feature Requests
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  Can recurring reminders be automatically entered as pending transactions the day of? (edited)

  Answered ✓ Closed eeb4th 103 views 7 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions
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  The Money In/Out exclusions in Recurring Income Transfer Series apply backwards (edited)

  Closed DryHeat 109 views 5 comments 1 point Most recent by DryHeat December 2025Report a Bug
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  33

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  Indicate if upcoming bills are "Autopay" or "Manual"

  Active dsdxp 175 views 10 comments 33 points Most recent by DawnD2025 December 2025Feature Requests
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  For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out?

  Closed DryHeat 121 views 8 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan
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  134

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

  In Review EODelf 2.4K views 52 comments 134 points Most recent by Quicken Kirby December 2025Feature Requests
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  Multiple categories to recurring transaction

  Answered ✓ Closed Peter T 124 views 2 comments 0 points Most recent by SRC54 December 2025Bills and Income
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  Merged: Limited Ranged in Series not being Honored

  Closed nmnmnmnmn 1 view 0 comments 0 points Most recent by nmnmnmnmn December 2025Troubleshooting
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  Does editing an individual reminder change the "Exact Amount" setting for that one?

  Closed RobWilk 221 views 15 comments 0 points Most recent by RobWilk November 2025Bills and Income
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  6

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

  DryHeat 72 views 6 comments 6 points Most recent by SRC54 November 2025Feature Requests
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  Toggle to include/exclude upcoming bills from Planned Spending by Category?

  Answered ✓ Closed Swanson17 113 views 5 comments 0 points Most recent by DryHeat November 2025Using the Spending Plan
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  Which Payee name does Simplifi use when matching a transaction to a recurring series?

  Answered ✓ Closed DryHeat 167 views 16 comments 0 points Most recent by DryHeat November 2025Bills and Income
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  Is QS supposed to automatically enter a recurring transaction/transfer as a pending transaction?

  Closed DannyB 213 views 16 comments 0 points Most recent by Coach Natalie November 2025Troubleshooting
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  Weekly Reminder Date Keeps Moving Forward

  Closed JL63 171 views 12 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  New User

  Closed DaveVT 75 views 8 comments 0 points Most recent by DannyB November 2025Getting Started
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  Apple Card Bill Connect Recurring Series not working

  Closed cfleischhacker 21 views 1 comment 0 points Most recent by SRC54 November 2025Bills and Income
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  Year on date not shown for recurring bill history in Web App, year displays in Mobile App

  Closed UrsulaA 71 views 8 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  QBP: Recurring Invoice Payment Reminders (edited)

  sidewalkboots 47 views 4 comments 5 points Most recent by PGLConsultant October 2025Quicken Business & Personal Feature Requests
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  recurring series (income and bills/subscriptions) are duplicated in the mobile app (edited)

  Closed lynchbro 21 views 2 comments 0 points Most recent by lynchbro October 2025Troubleshooting
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  14

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

  Active brianperry263 41 views 4 comments 14 points Most recent by Paul Williams October 2025Feature Requests
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  How to set up Hospital Bill to show remaining balance (edited)

  Answered ✓ Closed EllieBean 36 views 1 comment 0 points Most recent by EL1234 October 2025Bills and Income
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  3

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

  Active Dean0656 82 views 6 comments 3 points Most recent by Coach Natalie October 2025Feature Requests
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  13

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

  Active 5472sss 261 views 15 comments 13 points Most recent by Coach Natalie October 2025Feature Requests
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  Future payment series show up as client credits

  Closed sidewalkboots 41 views 5 comments 0 points Most recent by Coach Jon October 2025General Troubleshooting
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  Persistent apple card 'payment' (transfer) matching issues

  Closed RobWilk 223 views 31 comments 0 points Most recent by Coach Natalie October 2025Bills and Income
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  Recurring Transfers, which side to use for setup?

  Answered ✓ Closed DannyB 98 views 11 comments 0 points Most recent by DannyB September 2025Bills and Income
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  Ability to mark Investment Transactions as Recurring (edited)

  Active orange_rijder 43 views 3 comments 4 points Most recent by User1727 September 2025Feature Requests
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  Average and total when viewing a series shouldn't include current month

  Closed strwrsdbz 92 views 5 comments 0 points Most recent by strwrsdbz September 2025Feedback