Confused by Credit Cards
Simplifi is confusing me when it comes to credit cards and checking accounts. I have a Bill set up, but nothing shows in my Reminders or in the Cash Flow. I realize it is a transfer, but I would like a notice that, "hey, your credit card payment will hit on the 27th". It makes me want to remove the credit card account from Simplifi altogether and just have one side of every transaction, but that defeats the point of having this software. On the Bills & Income screen, it tells me two reminders are excluded and there's no way to see them. Why would you exclude a Reminder? The point of a reminder is to remind you of something.
Comments
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Transfers do normally show up in the Reminders Carousel and Cash Flow for the account(s) they are related to. So something must be going wrong with yours.
For example, I have a Reminder Series set up for each of my credit card payments (actually, transfers from my checking account to my credit card accounts) — and they all show up as you would expect.
Can you post an image of the "Edit Series" window for the bill you have created to represent your credit card payment? (Redacting any private information, of course.) That might help with figuring out what is going wrong.
DryHeat
-Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)1 -
Thank you. As I was going through to take the screenshot, I noticed it is connected to the Biller, so I turned that off and now I see the series reminder. Maybe for whatever reason I don't have an amount due or there is a biller site error, so it wasn't showing. I am probably overthinking.
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