Overview
Quicken Simplifi automatically detects recurring transactions, such as rent, subscriptions, and utility bills, and creates recurring series to help you stay organized. These reminders make it easy to track upcoming bills and income from the Bills & Income tab or at the top of the Transactions view.
Downloaded transactions are usually linked to their reminders automatically. If a transaction isn't linked correctly, or you need to link or unlink it manually, follow the steps below.
Note: Only the most recent overdue reminder is displayed for recurring bills. Older overdue reminders are removed when the next scheduled reminder is created.
Link a Downloaded Transaction to a Reminder
Tap the Menu (three-line) icon.
Select Accounts.
Tap the account that contains the reminder.
In the Reminders section at the top of the screen, tap the reminder you want to link.
Tap Link to Transaction.
Select the matching transaction.
Tap Apply.
Note: Manual transactions won't appear in the list. To link a manual transaction to a reminder, follow the steps in the section below.
Once linked, Quicken Simplifi matches the Recurring Reminder to the transaction and removes the reminder from the Bills & Income view. The transaction's Payee and Category are also updated to match the reminder.
Note: Manual transactions can't be linked from the reminder itself. Instead, link them directly from the transaction.
Link a Manual Transaction to a Reminder
Tap the Menu (three-line icon).
Select Accounts.
Select the account where the transaction occurred.
Find and tap the transaction you'd like to link.
Turn on the Mark as a bill or recurring toggle.
Select Link to Existing Recurring.
Find and select the associated recurring series.
Tap Update.
Unlink a Transaction From a Reminder
Tap the Menu (three-line icon).
Select Accounts.
Select the account where the transaction occurred.
Find and tap the transaction you'd like to unlink.
Next to Series, tap the Unlink icon (a broken chain link).
Select Update.
When you unlink the reminder, it reappears in the Bills & Income view. Any changes made to the transaction's Payee or Category when it was linked are also reverted.
To learn more about Recurring Transactions, see Managing Recurring Transactions. If you're using the Quicken Simplifi Web App, see Link Transactions to Reminders for web-specific instructions.
If you have any questions or need help linking or unlinking transactions from Reminders in Quicken Simplifi, please contact our support team.