Overview
While we've worked hard to ensure that Quicken Simplifi links transactions properly, there may be times when you'll need to manually link a downloaded transaction to a Recurring Reminder, or when you need to unlink a transaction from a Recurring Reminder.
Since Quicken Simplifi is continually learning, linking transactions to Reminders will increase the odds that it matches correctly next time!
Note: For 'Past Due' Reminders, there can only be one instance in Quicken Simplifi at a time, so once the next instance occurs, the prior instance will be removed.
Link a Transaction to a Reminder
Click the Menu icon (the three lines in the upper left corner).
Select Accounts.
Select the account where the transaction occurred.
In the Bills & Payments section at the top, locate the Reminder you'd like to link and click on it.
Select Link to Transaction.
Locate the matching transaction and click 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.Click 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.
You can also link a transaction to a Reminder from the transaction directly:
Note: If you'd like to link a manual transaction to a Recurring Reminder, it must be done from the transaction directly.
Click the Menu icon (the three lines in the upper left corner).
Select Accounts.
Select the account where the transaction occurred.
Locate the transaction you'd like to link and click on it.
Use the Is a Bill, Recurring Income, or Recurring Transfer toggle, whichever applies.
Select Assign to existing bill, Assign to existing income, or Assign to existing transfer, whichever applies.
Locate the associated Recurring Series and select it.
Unlink a Transaction From a Reminder
Click the Menu icon (the three lines in the upper left corner).
Select Accounts.
Select the account where the transaction occurred.
Locate the transaction you'd like to unlink and click on it.
Use the Is a Bill, Recurring Income, or Recurring Transfer toggle, whichever applies.
Select Unassign this one only.
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.
Note: 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 wonderful Support Team.
To learn more about linking and unlinking transactions to Reminders on the Quicken Simplifi Web App, please click here!