How do I keep track separately of transactions that are on a credit card?
Spartansue
Member
I have a credit card that pays for charities, subscriptions, insurance payments, etc. How do I enter these individually? Do I "unlink" them from the card?
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@Spartansue - do you want to enter bills for "charities, subscriptions, insurance payments" separately to track in the bills and subscriptions area of the spending plan?
If so, you can select a transaction downloaded to the credit card account and mark it as recurring. If the transaction has not downloaded yet, you can add a recurring series manually.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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