Handling credit card charges

Discussions about iCompta on macOS
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melimeli
Posts: 16
Joined: 05 October 2022, 23:23

Handling credit card charges

Post by melimeli »

Hi,
I would like to know if I can handle credit card charges in a wiser way.
Every month I get the total of my credit card charged to my bank account. Since I want to keep track of the expenses, and it usually includes maybe 20 or more transactions it is a nightmare to split it one by one and assign category etc.
At the same time I can download the individual movements of the credit card to an excel/csv file from my bank.
Instead of manually splitting each month the credit card charges in the transaction registered in my bank account, is there a smarter way of doing it?
Thanks
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Angeman
Administrateur
Posts: 2302
Joined: 28 December 2008, 21:28
Location: Toulouse, France
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Re: Handling credit card charges

Post by Angeman »

Yes you could use the deferred debit card feature : https://www.icompta-app.com/help.php#credit_cards
To summarize, you need to create a new account that will hold credit card transactions (and you can import your bank files there) and iCompta will create a transfer each month between this account and your main account.
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