3) Citizens Access: https://www.citizensaccess.com/home.html
....Have not been successful loggin in with your current support
@Drummon1 Will definitely request PopularDirect and Marcus by Goldman Sachs! We do have Citizens Access in Simplifi. If you're not able to connect contact our Simplifi Support and we will see what's going on
I will at some point.
Great news! Marcus By Goldman Sachs has been added as a supported financial institution. If you experience any trouble adding your account(s), please let us know! Thanks
Great question! Simplifi is designed to match downloaded transactions to manually entered transactions. So, when you connect your manual account, you should not have duplicates. However, in the event Simplfii doesn't match properly, you will need to delete one of the entires.
I just went through this myself -- I created a manual account and entered some of my transactions manually. Then, I went through the add account process and selected to link the account I'm adding to the manual one. Simplifi was able to match the downloaded transactions to my manual entries.
@Drummon1 Please contact our support chat so we can take a look to see what's going on!