Transfer payments to credit cards not updating balances on cards
Chrobrego
Member ✭✭✭
I made a couple of transfers from my checking account to a credit card and even though I selected 'cleared' and today's date, Simplifi records it in the register just fine, but the balance is not updated in the projection or the left side panel. It's like the transaction is invisible. However, it seems to work on other accounts.
I'm concerned that Simplifi isn't doing a good job of making sure that my balance stays correct based on transactions.
I'm concerned that Simplifi isn't doing a good job of making sure that my balance stays correct based on transactions.
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Comments
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@Chrobrego,
Could you perhaps add some screenshots to help the community help you? I'm having a hard time visualizing what your problem is. You can always black out anything you don't want us to see.
Maybe include things like:- Transaction Details
- Projected Cash Flow Graph
Chris
Spreadsheet user since forever.
Quicken Desktop user since 2014.
Quicken Simplifi user since 2021.0
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