Managing Credit Card

[iLudovico]

Hello! I've just bought this wonderful app. So my compliments for the release

Just a question: I've created an account, in the properties I've added the credit card (name and number). The question is: how to add the expenses related to the credit card and after take from the account?

Thanks in advance.


Davide

[iLudovico]

Hello! I've just bought this wonderful app. So my compliments for the release

Just a question: I've created an account, in the properties I've added the credit card (name and number). The question is: how to add the expenses related to the credit card and after take from the account?

Thanks in advance.


Davide

Any suggestions?

[Angeman]

You just need to set the kind of a transaction to "Card" and then choose your card in the info field :

Capture d’écran 2011-01-27 à 14.31.57.png (22.07 KiB) Viewed 15675 times

[barongreenback]

Could I ask a follow up question?

I have a credit card where I have set up a direct debit to repay the balance in full each month e.g.

Credit card balance of £100 for transactions between 1st Jan and 31st Jan. I receive a bill on 1st Feb that is due for payment by direct debit on the 15th Feb from my main checking account. This happens each month so although I will be paying on the 15th of the month, it only includes transactions for the whole of the previous month. New transactions are debited the following month.

Can iCompta automatically calculate the direct debit amount and show it in advance i.e. a deferred debit?

Thank you.

[Angeman]

You have to create an account for your credit card and set the deferred debit account to your main account in the account edit window.
Then every month you right click on the credit card account and select the "Make deferred debit" item.

[barongreenback]

If I've assigned categories, will that come out of the current month's budget, or the just the previous month when I made the transaction?

[Angeman]

It will be included in the month of the date of the transactions (previous month in your case).

[arizenn]

I tried the solution, changing method of payment to card but the drop down list is empty and does not populate with a list of my cards. Even typing the name of my card does not work.

This should be pretty simple, what am I missing?

[Angeman]

Have you entered your cards in the account editing window ?

[gcarnovale]

Hello,

I'm new to the forum and just downloaded the software for testing it.
I'm a Mac user but was never able to find a sw like Quicken for Windows.
iCompta seems to have all the features I need but I couldn't set up something very important for me:

As the previous user I'd like to have Credit Cards total debt automatically calculated every months. But also having it as a scheduled payment.
Quicken does the following: let's say you spent 100$ from Credit Card. In the next month scheduled transactions it consider 100$ to be transferred from your Bank to the Credit Card account to reconcile it. If you spend other 50$ the automatic scheduled transaction will change to 150$ and so on.
This helps the forecast cash/banking calculation.

Is there any similar function in iCompta?
Thanks a lot for the answer!
Giovanni