Overview
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? The Bills & Income section shows you at a glance all of your scheduled bills and income Reminders for the designated time range. You can view past-due items, manage recurring transactions, and check your combined cash flow—all in one place.
Note: The Bills and Income section was formerly known as "Bills & Payments".
Using the Bills & Income 'Overview' Tab
To access the Bills & Income section, click the Menu (three-line icon) in the upper left corner, and then select Bills & Income. Once there, you'll see 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.
Past Due displays all Reminders that are overdue.
Reminders shows you all of your upcoming Reminders for the designated time range, including future-dated transactions and expected Refunds.
A monthly calendar that displays dots for all of your upcoming Reminders and allows you to see more details when selecting a day.
Each reminder on this page provides all the accessibility options you need to manage either a recurring series or a single instance. To make any changes, click the three-dot icon next to the relevant reminder.
Using the Bills & Income 'Cash Flow' Tab
In the Bills & Income 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 you can choose which account you want to view. You can also customize the time range you'd like to view, as well as edit or delete any of the Reminders displayed here.
Note: You can also view your projected cash flow directly from your accounts. For details, see Using Projected Cash Flow on the Mobile App.
Using the Bills & Income 'All Series' Tab
The All Series tab in the Bills & Income section makes it super easy to access and manage all of your Recurring Transactions!
You can even create a new Recurring Series directly from the Bills & Income Overview page by clicking the plus (+) sign in the upper right!
Note: To learn more about Recurring Series or Reminders, please see our article on Managing Recurring Transactions on the Mobile App.
Using Refunds
The Refunds feature is designed to keep track of your expected refunds for you. Because the Refunds feature offers such flexible tools to help you manage your expected refunds, we’ve created a separate article just for it. Please see our article on Tracking Refunds on the Mobile App.
If you're looking for specific steps for the web app, please refer to our article on Using the Bills & Income Section.
If you have any questions or need help using the Bills & Income section in Quicken Simplifi, please don't hesitate to reach out to our support team!