Overview
The Bills & Income section lets you review scheduled bills and income reminders for a selected time range. You can view past-due items, manage recurring transactions, review projected cash flow, and track expected refunds.
Note: The Bills & Income section was formerly called Bills & Payments.
Using the Bills & Income 'Overview' Tab
To access Bills & Income, tap the Menu icon (three lines) in the upper-left corner, then select Bills & Income.
The Overview tab has four main sections:
Summary: Shows the net amount calculated from your reminders for the selected time range.
Past Due: Displays overdue reminders.
Reminders: Shows upcoming reminders for the selected time range, including future-dated transactions and expected refunds.
Calendar: Displays dots for days with upcoming reminders. Tap a day to view more details.
You can also manage individual reminders from this page. Tap the three-dot icon next to a reminder to view the available options for managing a single occurrence or its recurring series.
Using the Bills & Income 'Cash Flow' Tab
The Cash Flow tab displays projected cash flow based on upcoming reminders. You can select an account and customize the time range to review its projected cash flow.
You can also edit or delete reminders displayed in this tab.
Note: You can also view projected cash flow directly from your accounts. For more information, see Using Projected Cash Flow on the Mobile App.
Using the Bills & Income 'All Series' Tab
The All Series tab lets you view and manage your recurring transaction series.
You can also create a recurring series directly from the Bills & Income Overview page by tapping the plus (+) icon in the upper-right corner.
Note: For more information about recurring series and reminders, see Managing Recurring Transactions on the Mobile App.
Using Refunds
The Refunds feature lets you track expected refunds and manage them until they're received.
For instructions, see Tracking Refunds on the Mobile App.
For instructions specific to the Web App, see Using the Bills & Income Section.
If you have any questions about Quicken Simplifi, our support team is here to help.