Overview
In some cases, transactions may be incorrectly linked to Recurring Reminders in Quicken Simplifi, even when the amounts do not match or multiple bills from the same company—each set up individually—can be mistakenly associated with the wrong reminders.
To improve accuracy and reduce manual corrections, Quicken Simplifi includes an Amount Matching feature for Recurring Transactions. This functionality allows users to define which transactions should be linked to specific reminders, ensuring consistent and reliable tracking.
Enable Amount Matching
You can enable Amount Matching for any existing or new Recurring Series — a transaction that occurs at a regular frequency and is tracked in Quicken Simplifi.
To adjust Amount Matching settings, go to the Settings section and open the Create or Edit Series window. Under Match Criteria, you’ll find the following options:
Auto Match: Quicken Simplifi automatically links transactions based on predefined logic. This may work well for common bills, but it may not always be accurate.
Any Amount: Links any transaction with a matching Payee, regardless of the amount. Useful for bills like utilities or credit cards that vary monthly.
Exact Amount: Only links transactions that match a specific dollar amount. Ideal when the Payee is used for multiple types of expenses.
Limited Range: Allows a 30% variance (15% above and 15% below) around the set amount. Helpful for subscriptions or bills that fluctuate slightly over time.
