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Using Credit Card Details

Learn about credit card details, such as credit limits and credit usage, in Quicken Simplifi

Written by Natalie
Updated today

Overview

Quicken Simplifi lets you view key credit card details directly from your accounts, giving you a quick snapshot of your balance, upcoming payments, and overall credit usage.

When available, this includes your statement balance, minimum payment due, due date, and your credit usage. Together, these details help you stay on top of your obligations, monitor how much credit you're using, and avoid surprises.


Things to Note

  • The details shown depend on the information provided by your financial institution, so some fields may not appear or may not be supported.

  • This feature is currently available for credit cards connected through supported aggregators (currently Intuit and Plaid), with support for Finicity connections planned for the future.


Using Credit Card Details

To view credit card details:

  1. Select your credit card account from the Accounts List.

  2. At the top of the page, locate the credit card details panel.

From here, you can view:

  • Statement balance: The total balance from your most recent statement. This is the amount typically used to calculate interest if not paid in full.

  • Minimum due: The smallest amount you must pay by the due date to keep your account in good standing.

  • Due date: The date your payment is due.

  • Credit used/usage: An indicator of how much credit you’re using compared to your total credit limit.

Hover over the Credit used indicator on the Web App, or tap the Credit usage tooltip on the Mobile App, to see additional details, including:

  • Credit limit: The total amount of credit available on the account.

  • Credit used: The portion of your credit limit that is currently in use.

  • Available credit: The remaining amount of credit you can use.


If you need any assistance using credit card details in Quicken Simplifi, let our Support Team know!

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