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, interest rate, and credit usage. These details can help you manage payments, track your credit usage, and avoid unexpected charges.
Before you begin
The information available depends on what your financial institution provides, so some fields may not be available or supported.
Using Credit Card Details
To view credit card details:
Select your credit card account from the Accounts List.
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.
Interest rate: The rate your institution uses to calculate interest on your balance. This may not include fees or reflect your full APR.
Credit used/usage: An indicator of how much credit you’re using compared to your total credit limit.
Hover over the Credit used indicator 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.
Note: Some financial institutions automatically provide your credit card's interest rate, while others do not. If it's unavailable, click Add Rate to enter it manually. To edit a manually entered rate, click the tooltip next to Bank Balance. Interest rates provided by your financial institution can't be edited.
Credit Card Dashboard
The Credit Dashboard gives you a central view of your credit cards in Quicken Simplifi. You can quickly review your balances, credit limits, available credit, and upcoming payments, making it easier to keep track of your credit card activity in one place.
From the Dashboard, click on the Credit section.
The dashboard includes:
Card Summary: Shows your total credit card balance, total credit limit, available credit, and credit usage.
Credit Card Accounts: Displays your individual credit cards, including their current balances and credit limits.
Card Payments: Shows the total amount due for the selected period and helps you keep track of upcoming payments.
Payment Calendar: Provides a calendar view of scheduled credit card payments.
Credit Card Management: Allows you to add a new credit card and view or manage existing cards.
If you're looking for specific steps for the Mobile App, please refer to our article on Using Credit Card Details on the Mobile App.
If you have any questions about Quicken Simplifi, our support team is here to help.