Pacific Premier Bank personal account

A&A Family
A&A Family Member
edited February 29 in Adding and Updating Accounts

Hello, trying to add my accounts and I see that Simplifi connects with Pacific Premier Bank business accounts, but does not offer connection with personal accounts. Most of our banking is with this bank and I am not willing to manually add daily transactions from multiple accounts. When will you provide this option. According to my bank, traditional Quicken already has this option. When will it come to Simplifi?

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @A&A Family, thanks for reaching out!

    Have you given this option a try, by chance?

    Screenshot 2024-01-30 at 2.03.44 PM.png

    Please let us know how it goes!

    -Coach Natalie

  • A&A Family
    A&A Family Member

    Yes That login is strictly for business accounts. It requires that I enter a company name. I have a personal account.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited January 31

    @A&A Family Ahh, I got it backwards — sorry!

    I see a few different options with the URL of ppbi.com listed in Quicken Simplifi that don't appear to be business-specific. Can you give these a try, please?

    Screenshot 2024-01-31 at 10.58.08 AM.png

    Let us know how it goes!

    -Coach Natalie

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