Credit Card Account – Replacement (edited)

Dick_Davis · September 27

When a credit card account is changed to do a lost or stolen card, what is or how will Simplifi handle this change. I have not seen any community posting with something of this nature.

Flopbot · September 27

@Dick_Davis ,

I’ve had to do this once while using Simplifi. I kept using the same type of card (Visa Chase Freedom), the last four digits just changed. When this occurred, I just went into Settings > Account and disconnected the old (bad #) card. Then, I reconnected the new (good #) card to that same exact account. In the register, you’ll see transactions for the old card followed immediately by transactions from the new card.

In my case, I add the last four digits of the card number to my account name, so I also had to adjust it there.

RobWilk · September 27

I agree with @Flopbot , what I do is make the existing account manual, then when adding the account from the bank connection, link it to the existing account. It actually is the same account, just a different card number.

Dick_Davis · September 27

@RobWilk, @Flopbot, Thank you both for the reponses. With the details, I thought that would be the approach. I like the idea of making the account a manual account and then make it back active when the new card number is known. Thank you both again.

Credit Card Account – Replacement (edited)

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