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 Recurring Reminders come in. These are scheduled entries that help you plan ahead by anticipating regular expenses before they hit your account.
Sometimes, though, a downloaded transaction doesn’t automatically match with its reminder.
Quicken Simplifi is always learning, so linking your transactions to Reminders helps improve matching accuracy over time!
Note: Quicken Simplifi only keeps the most recent overdue reminder for any repeating payment or bill. If you miss marking a reminder as done and the next scheduled reminder comes up, the older overdue reminder is automatically deleted. This way, your list only shows the most current and relevant overdue reminders, making it easier to stay organized.
Link a Downloaded Transaction to a Reminder
Tap the Menu (three-line icon).
Select Accounts.
Select the account where the reminder occurs.
In the Bills & Payments section at the top, locate the Reminder you'd like to link and tap on it.
Select Link to Transaction.
Locate the matching transaction and tap on it.
Note: Manual transactions will not be listed here. If you want to link a manual transaction to a Recurring Reminder, please follow the steps below to do so from the transaction directly.Tap Apply.
Once linked, Quicken Simplifi will remove the Recurring Reminder from the Bills & Payments 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 Manual Transaction to a Reminder
Note: If you'd like to link a manual transaction to a Recurring Reminder, it must be done from the transaction directly.
Tap the Menu (three-line icon).
Select Accounts.
Select the account where the transaction occurred.
Locate the transaction you'd like to link and tap on it.
Use the Mark as a bill or recurring toggle.
Select Mark as one-time bill, Create new recurring, or Link to existing recurring, whichever applies.
Locate the associated Recurring Series and select it.
Unlink a Transaction From a Reminder
Tap the Menu (three-line icon).
Select Accounts.
Select the account where the transaction occurred.
Locate the transaction you'd like to unlink and tap on it.
Tap the Unlink symbol ( a chain link with a line through it) to the right of the linked series name to unlink the transaction.
Select Update.
Once unlinked from the transaction, the Recurring Reminder will be added back to the Bills & Payments view. The transaction changes that occurred at the time of linking (Category and Payee) will also be reverted.
To learn more about linking and unlinking transactions to Reminders on the Quicken Simplifi Web App, please click here!
To learn more about using our Recurring Transaction feature, check out our article here! And if you have any trouble linking or unlinking transactions to Reminders in Quicken Simplifi, please don't hesitate to contact our support team.