Quicken Simplifi Doesn't Find all accounts w/ SoFi - Smart Card missing. When I add my SoFi account to Quicken Simplifi, It does not locate my Smart Card account.
As a result, my transactions are missing and not part of Simplifi. Please get this sync'd, thank you!
Hello @exabrial,
Thank you for letting us know you're encountering this issue. To help troubleshoot, please provide more information:
I look forward to your response!
Hi Kristina, thank you for responding: * It's technically a "charge card". It's basically a credit line you pay back monthly, with your credit limit being your bank acount balance. For intents and purposes, it could be considered a credit card I suppose. See all the details here: https://www.sofi.com/smart-card/ * Thats correct it does use the same login credentials. When you log into SoFi, all of your accounts are visible, bank, invest, loans, regular credit cards etc, and there also a menu item that includes the Smart Card. * Yes I am the (only) primary account holder * Yes the account is active and has transactions * Yes, you can view the account directly through the website: https://www.sofi.com/my/cards/smart If you guys need html for scraping, or screenshots, happy to provide them
@exabrial, thank you for the information!
It may be that these account types aren't supported for third-party aggregation, but our Support team should be able to provide more advanced assistance here and may need to submit an escalation. Go ahead and reach out to them directly so they can guide you on how to proceed, and gather any required info from you: https://intercom.help/acme-1e77d279bfd5/en/articles/5077917-how-to-contact-support
Feel free to post back with the results in case it helps other users!
I sent a support request in. They didn't want screenshots or anything but I have them the urls you navigate to from the initial loign
