Simplifi's Upcoming section allows you to easily see your upcoming Bill and Income Reminders, as well as Reminders that have recently posted. You can even manage your Recurring Reminders, such as editing or deleting them, as well as linking them to Transactions, all from the Upcoming page!
Using the Upcoming Section
To access the Upcoming section, click the Menu icon (three lines) in the upper left corner, and then select Upcoming.
At the top, you'll see an interactive calendar for the current month, which displays a blue dot for days with Bills/Subscriptions, and a green dot for days with Income. You can click on any of the days in the calendar to jump to your Reminders for that day.
The list displayed below the calendar is broken down into three different parts:
Coming Soon shows you your Recurring Reminders for the next week.
Coming Later shows you your Recurring Reminders for the next few weeks.
Recently Posted shows you your Recurring Reminders that have cleared in the last few days.
You can also click on any of the Reminders displayed below the calendar to see the history of the corresponding Recurring Series over the last 6 months, including the current month. The graph at the top makes it easy to see your 6-month total, as well as your 6-month average, and the list displayed below the graph will show you a history of the Transactions that are linked to the Series.
Managing Recurring Transactions
The Upcoming section also makes it easy to manage your Recurring Transactions! First, when clicking on a Recurring Reminder, you'll see OPTIONS displayed in the upper right corner. This allows you to Delete, Edit, or End a Recurring Series, as well as connect it to a Biller.
You can also select the three dots at the end of the Recurring Reminders that are displayed in the Upcoming section to Link it to a Transaction, Edit the Reminder, and Delete the Reminder, as well as Delete, Edit, End, or View the Recurring Series, and connect it to a Biller.
Note: For more details on using Recurring Transactions on the Simplifi Mobile App, please click here.
To learn more about using the Upcoming section on the Simplifi Web App, please click here!