Monitoring credit card accounts. Monitoring loans.

How do I set up various credit card accounts to view balances, upcoming payments,etc? I'd also like to monitor loans, payments balance, etc. I have a credit union account which received its income from paycheck deductions.


  • Coach Nicole
    Coach Nicole Administrator, Moderator admin
    edited November 2020

    Welcome to Simplifi! You can add your credit card and loan accounts by clicking the Transactions tab in the menu on the left-hand side, and then selecting the blue plus sign at the top right of the Account list that appears. You can find step-by-step instructions by visiting our How to Add an Account help article.

    Once you've added your accounts, you can track your transactions (charges and payments) through the account register. I recommend adding recurring transactions so you can stay on top of your upcoming payments and see what your account balances will be after. You can learn more about recurring transactions through our How to Use the Recurring Bill Tracking Feature article.

    Please let us know if you have any further questions. We're happy to help!

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