Having transfer issue

BradC

I am new to Simplifi this week. Former Quicken user for many years.

I pay a Citi Costco card from my Fidelity CMA account on the 1st of every month. I have the transaction set up as a transfer from the Fidelity account to the Citi account. The transaction adjusts everything fine on the Fidelity side. It is showing up on the Citi side as cleared but it is not adjusting the balance. I am using the auto download on the Citi account but for now I am manually entering transactions for Fidelity.

Thanks in advance!

Coach Natalie

@BradC, thanks for reaching out!

Please take a look over our support article here to troubleshoot balance discrepancies in Quicken Simplifi: https://help.simplifimoney.com/en/articles/4202003-how-to-resolve-balance-discrepancies

Let us know what you find!

-Coach Natalie

BradC

Thanks. This did the trick.