Credit Card
Should add a credit card category or make it part of the spending category. That shows credit limit, balance, and transactions linked to the card. Also shows limit set for card for each month as well.
Best Answer
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@rjcherian Simplifi comes with a built-in credit card category that is one of 5 built-in categories that the user can’t delete. Credit card payments are assigned to this category and by default are excluded from the Spending Plan and reports. Any credit card accounts you set up in Simplifi will become sub categories of the credit card payment category.
You can learn all about credit cards in Simplifi here:
Perhaps what you are asking is for the credit card account set up to include the items you list so that they are displayed some how with other cc account info. There is a feature request for this that you can add your vote to here. In the mean time some users include the credit limit in the name of the credit card.
As far as showing balance and transactions linked to the card have you noticed the Account list where your credit card is listed with the current bank balance and when you select any given credit card you will see ALL linked transactions in the associated register.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer0
