How do I identify a credit card payment on a manual account?
I have been manually entering transactions on a credit card account that would not connect. I was able to enter a balance adjustment for the starting balance and all the transactions. I cannot identify how to enter the credit card payment I've made to bring the credit card balance down on my Quicken account. What steps do I need to take?
Best Answer
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When you add the transaction, you have to begin the amount with a + so that it changes the balance in the correct direction.
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Answers
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Just a thought, but have you considered using one of your credit cards that does connect with Simplifi?
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer0 -
Wow - 10%+! That's incredible.
Can you download your transactions as a CSV file so you can import via CSV into Simplifi?
As far as I understand it, a manual cc account should act like any other cc account as far as receiving transfers from another account in QS.
Did you add your payment as a matched transfer from the account you paid out of?
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer1
