You already know that Quicken Simplifi can help you quickly and easily keep track of all of your past transactions. But did you know that Quicken Simplifi lets you preview your future activity as well? Quicken Simplifi’s Bills & Payments section shows you at a glance all of your scheduled Bill and Income Reminders for the designated time range. You can even see all of your past due items, access all of your Recurring Transactions, as well as view a combined Cash Flow, all from this section!
Using the Bills & Payments 'Overview' Tab
You can access the Bills & Payments section by hovering over the panel on the left-hand side and selecting Bills & Payments. Once there, you'll see that the Overview page is broken down into four different parts:
Summary provides you with a net amount after all of your Reminders for the designated time range are calculated.
Reminders shows you all of your upcoming Reminders for the designated time range, including future-dated transactions and expected Refunds.
All past due displays all of your Reminders that are past due.
A monthly calendar that displays dots for all of your upcoming Reminders, and provides a tooltip upon hover.
Any of the Recurring Reminders listed on this page can be clicked on to view a drill down for the corresponding Recurring Series. You can easily manage the entire Recurring Series from this page by clicking Options in the upper right and then selecting the appropriate option.
You can also easily manage any of the individual Reminder instances that are displayed here by selecting the three dots at the end of the Reminder and then selecting the appropriate option.
You can even create a new Recurring Series directly from the Bills & Income Overview page by clicking the blue + ADD button to the upper right of the Monthly Calendar!
Using the Bills & Payments 'Cash Flow' Tab
In the Bills & Payments section, you'll see a handy Cash Flow tab! This section gives you a Projected Cash Flow based on the upcoming Reminders for each of your accounts, where each colored line represents an account, and also includes a Projected Balance.
You can customize the time range you'd like to view, as well as the accounts that you'd like included in the chart. You can hover over any of the circles displayed in the chart to see your Reminders for that day, as well as your Projected Balance for that day.
Below the chart, you'll see a list of your upcoming Reminders that are displayed using the same time range selected for the chart. You can easily manage these Reminders, such as editing or deleting them, directly from this page by clicking the three dots at the end of the Reminder and then selecting the appropriate option.
You can also click on any of the circles displayed in the chart to scroll the Reminders list to the selected day, making it even easier to manage your Reminders directly from this page!
Using the Bills & Payments 'All Recurring' Tab
The All Recurring tab in the Bills & Payments section makes it super easy to access and manage all of your Recurring Transactions! For more details on creating and managing Recurring Transactions in Quicken Simplifi, please see our support article here.
To learn more about using the Bills & Payments section on the Quicken Simplifi Mobile App, please click here!