downloading credit card info


J

Jim

I have set up a credit card account and I can download my
purchases for the month in this credit card account. I
also have a checking account set up from anotheer
institution.

My checking account shows this one transaction in my
checking account for the payment of this monthly credit
card bill.

Is there a way to down load all the different credit card
transactions into the "SPLIT" catagory of my checking
account without manually entering and catagorizing each
purchase?
 
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C

Cal Learner-- MVP

I have set up a credit card account and I can download my
purchases for the month in this credit card account. I
also have a checking account set up from anotheer
institution.

My checking account shows this one transaction in my
checking account for the payment of this monthly credit
card bill.

Is there a way to down load all the different credit card
transactions into the "SPLIT" catagory of my checking
account without manually entering and catagorizing each
purchase?
The normal and best way is to select "Transfer" as the category and
the credit card account as the subcategory. When you download the
payment transaction from the credit card company, you can change
that transaction to the transfer.
 

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