When it comes to American Express accounts, all credit card transactions from the primary account, as well as any transactions from authorized user accounts, will all download into the primary cardholder account in Simplifi.

Because of this, we recommend only adding the primary account in Simplifi, as adding the additional accounts may result in duplicate transactions (one in the primary account and one in the authorized user account that the transaction occurred in).

You can additionally create and use Tags to distinguish what card/user made the transaction that was downloaded into the primary account. Please be sure to check out our Support Article here for more details on using Tags in Simplifi.

If you experience any trouble or have any additional questions regarding authorized user accounts with American Express in Simplifi, we're happy to help! More details on contacting our Support Team can be found by clicking here.

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