how do I enter credit card information in Simplifi? (edited)

rj2
rj2 Member
edited September 2023 in Adding and Updating Accounts

how do I enter credit card information in Simplifi? I have only entered a bank account.

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Best Answers

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    Answer ✓

    Same way, but select credit card as account type. Settings, accounts, add from there.

    —
    Rob Wilkens

  • DannyB
    DannyB Superuser ✭✭✭✭✭
    Answer ✓

    Hi @rj2

    Is your question about how to connect to the bank that issued your credit card or are you asking about setting up a manual credit card account.

    Danny
    Simplifi user since 01/22
    ”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
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