Recurring

Discussion List

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  Cannot Link Transaction to a Recurring Series

  Answered ✓ Closed housetr 23 views 1 comment 0 points Most recent by jflores11 August 2025Managing Your Transactions
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  Provide a separate grouping for Charitable Giving (in Spending Plan/Recurring Series)

  Active scottnliz 101 views 8 comments 9 points Most recent by Coach Natalie August 2025Feature Requests
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  Recurring Bill show entire balance, not the amount I specified

  Closed Amar_K 12 views 2 comments 0 points Most recent by Amar_K August 2025Bills and Income
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  Notes/Memo field on recurring transaction setup (1 Merged Vote)

  Active jasondmcgee 375 views 24 comments 57 points Most recent by MikeBtp August 2025Feature Requests
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  Scheduling account updates - Add an option for when a Recurring Transaction occurs (edited)

  Active MishaM 12 views 0 comments 1 point Started by MishaM August 2025 Feature Requests
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  Can I set a reminder for a credit card bill that is Due Date - x Business Days?

  Closed DannyBoy_425 23 views 2 comments 0 points Most recent by DannyBoy_425 August 2025Bills and Income
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  Unable to Edit Existing Series

  Closed kilo23 11 views 1 comment 0 points Most recent by kilo23 July 2025Troubleshooting
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  How to set up Recurring Income Transactions? (edited)

  Closed Amar_K 36 views 6 comments 0 points Most recent by Amar_K July 2025Bills and Income
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  Reminder- Zero Balance

  Closed TheReal702 30 views 2 comments 0 points Most recent by TheReal702 July 2025Bills and Income
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  Best way to categorize drafts from bank account to Robinhood or other Brokerage account.

  Closed garej704 30 views 2 comments 0 points Most recent by garej704 July 2025Investments
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  Unable to save changes when editing a series in Simplifi

  Closed Duke0486 38 views 4 comments 0 points Most recent by SRC54 July 2025Troubleshooting
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  Link Part of a Split Transaction to a Recurring Bill [edited] (1 Merged Vote)

  Active ccrawford 456 views 25 comments 83 points Most recent by nakada July 2025Feature Requests
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  Set up set dates for semi-monthly income

  Answered ✓ Closed DannyBoy_425 16 views 1 comment 0 points Most recent by DannyBoy_425 July 2025Bills and Income
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  Synchrony Bill Connect accounts all show the same due date and amount (edited)

  Closed damnedxer 48 views 9 comments 0 points Most recent by Coach Jon July 2025Bills and Income
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  Cannot click "submit" when editing a recurring entry (edited)

  Closed wck_austin 23 views 5 comments 0 points Most recent by DryHeat July 2025Troubleshooting
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  Recurring Charge on 30th - Doesn't Appear in February

  Closed stacyvance 23 views 2 comments 0 points Most recent by stacyvance July 2025Troubleshooting
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  Sum of Recurring Transaction for each tab of the Recurring section (edited)

  Active Wu-Tang Financials 65 views 8 comments 7 points Most recent by Coach Natalie July 2025Feature Requests
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  Offer more “Due Date” sorts.

  Closed thklopper 13 views 1 comment 1 point Most recent by Coach Natalie July 2025Feedback
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  New Feature Alert: Planning Tools Menu Now Available!

  Closed Coach Natalie 169 views 0 comments 2 points Started by Coach Natalie July 2025 Updates From the Product Team
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  Recurring Transactions: Option to choose number of occurrences instead of end date (edited)

  Active skibunny2k 37 views 3 comments 6 points Most recent by EL1234 July 2025Feature Requests
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  Set up mortgage as a Recurring Transfer or Recurring Bill?

  Closed mamerica 37 views 2 comments 0 points Most recent by DryHeat July 2025Bills and Income
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  How to identify a subscription

  Closed N4KHQ 121 views 15 comments 1 point Most recent by N4KHQ July 2025Bills and Income
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  QBP: Recurring Invoices

  In Review mattbroffman 45 views 2 comments 9 points Most recent by Marshall01 July 2025Quicken Business & Personal Feature Requests
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  Bills and Income missing

  Closed LVance 145 views 21 comments 0 points Most recent by SRC54 June 2025Troubleshooting
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  Will Bills in spending plan automatically update based on changes made to recurring bills?

  Closed cloudquick 62 views 9 comments 0 points Most recent by SRC54 June 2025Using the Spending Plan
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  Ability to sort by 'Due Date' under All Recurring (edited)

  Active BradleyBenSmith 34 views 3 comments 10 points Most recent by jflores11 June 2025Feature Requests
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  Stop (or control) recurring Bills being created automatically?

  Closed cloudquick 81 views 8 comments 0 points Most recent by cloudquick June 2025Bills and Income