Overview
Managing your finances can feel a lot smoother when your expected transactions—like rent, subscriptions, or utility bills—are already accounted for. That's where Quicken Simplifi detects your recurring transactions and creates a series of them. These series serve as grouped reminders, allowing you to view upcoming transactions easily. Your Reminders list will show up at the Bills & Income tab, or at the top of the Transactions view.
Quicken Simplifi automatically links your newly downloaded transactions to the reminders, and it usually does a great job. However, there are times when some transactions are linked incorrectly.
Note: Quicken Simplifi only shows your most recent overdue reminder for recurring bills. The outdated reminder is deleted when the next scheduled reminder comes up.
Link a Transaction to a Reminder
Quicken Simplifi automatically links your newly downloaded transactions to the reminders, and it usually does a great job. However, there are times when you need to link them manually.
Note: Manual transactions can’t be selected when following these steps. To link manual transactions, see the “Link a Reminder from the Transaction Directly” section.
Hover over the left panel and select Transactions.
Select the account where the transaction occurred.
Locate the Reminder you'd like to link and click the three-dot menu on its far right.
Select Link to transaction.
Locate the matching transaction and click on it.
Note: If the transaction you're looking for isn't listed and it's not a manual entry, try changing the Account selection in the dropdown at the upper-right corner to the correct account.
Click Link.
Once linked, Quicken Simplifi will remove the Reminder from the Bills & Income view and match it to the downloaded transaction. The Payee and Category of the transaction will also be updated to match the details of the Reminder.
Link a Reminder from the Transaction Directly:
If you want to link a reminder from a manual transaction, follow these steps:
Hover over the left panel and click Transactions.
Select the account where the transaction occurred.
Locate the transaction you'd like to link, hover over it, and click the three-dot menu on its far right.
Select Link to existing series.
Locate the associated Recurring Series and select it.
Unlink a Transaction from a Reminder
If a transaction was linked to the wrong reminder, you can unlink it in a few quick steps. This will remove the match and return the reminder to your Bills & Income view and the Spending Plan.
Hover over the left panel and click Transactions.
Select the account where the transaction occurred.
Locate the transaction you'd like to unlink, hover over it, and click the three-dot menu on its far right.
Select Unlink transaction.
To learn more about using our Recurring Transaction feature, check out our article on Managing Recurring Transactions.
If you're looking for the steps specific to the mobile app, please see our article on Link Transactions to Reminders in the Quicken Simplifi Mobile App.
If you have any questions or need help linking or unlinking transactions to Reminders in Quicken Simplifi, please don't hesitate to reach out to our support team!