Recurring Charges Dashboard / Report

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pdpo42
pdpo42 Member ✭✭
edited October 2023 in Reports
The Discover Card portal has a Recurring Charges Dashboard. I would like to see this functionality in Quicken.

Quicken users already mostly ensure payee names are consistent, so I don't think it has to be all that complicated.

I propose that you group payees names for the period of the report, eliminate any payee where there isn't multiple entries and then calculate the difference between dates per entry, and per payee see if the majority of differences fall into one of the following buckets: weekly (7 days), bi-weekly (14 days), monthly (30 days), bi-monthly (60 days), quarterly (90 days), semi-annually (180 days), or yearly (365 days).

Ignoring amounts would also catch increases in reoccurring charges.
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