I currently have Citibank credit card connected in Simplifi for my statement balance and pay the full amount each month. When I look at my checking account, it will show my Projected Cash Flow and on the date that it projects me making the payment for the credit card, it will add that amount to my balance instead of subtracting it. When I view the actual transaction in the account, it shows as a debit. The same thing happens on the credit card account side. When viewing the Projected Cash Flow, it will show the amount of the payment for the card as adding to the balance and not subtracting from the balance. When I look at the actual transaction in the credit card account, it is showing correctly as a credit.
The issue seems to be how the accounts see the reminder/recurring transaction. It looks like the checking account sees the reminder as a deposit instead of a debit and the credit card account sees the reminder as a charge and not a credit.
When the payment/credit actually hit the accounts, it posts correctly.
This is what it looks like from the checking account:
This is what it looks like from the credit card account:
Anyone have any thoughts on this? Is this just a weird quirk, bug, or am I doing something wrong with how I set up the credit card in Simplifi?
Thanks,
Merg
