Assistance Needed with Simplifi: Viewing Credit Card Statement Balances

MM123

I'm seeking help on how to view a comprehensive list of all my credit cards along with their respective payment due for the current month.

All my credit card accounts are seamlessly connected to Quicken for transaction tracking, so I presume it should be straightforward to retrieve the statement amounts and display them under the Bills & Payments section. However, despite my efforts, I haven't been able to locate this feature.

Could someone kindly assist me in setting up this simple list? This will help in ensuring that I have sufficient funds in my checking account to cover my credit card payments.

UrsulaA

You can set up recurring transfer series from your checking account to your credit card accounts to forecast the ending balance on your checking account after credit card payments.

More info here:

https://help.simplifimoney.com/en/articles/3352152-how-do-transfers-work

https://help.simplifimoney.com/en/articles/3625912-managing-recurring-transactions

Unfortunately, you will have to update the statement balance each month for each reminder in Simplifi. The process is not automated. There is an idea post requesting automation here.

https://community.simplifimoney.com/discussion/6208/update-next-reminder-amount-for-credit-cards-automatically-using-the-account-balance-edited

I update the reminder for the transfer credit card payment series monthly to match the statement amount due. I have 6 credit cards.