How to label source of transaction?

dorbre

How do I label or tag the source of a downloaded transaction? i.e. Chase Sapphire Reserve vs. Chase Freedom account is the source of the downloaded item?

RickO

I would suggest that you create a separate account for each card. There are many advantages, including the ability to reconcile and download transactions. With the accounts separate, you can still view the transactions all together under the Credit Cards group heading.

NotACPA

Wouldn't those be 2 separate accounts in Q?

RickO

I have the same question: two separate accounts?

But that asked, related: I use the Action column to designate the method of a transaction in my credit card account such as, for example, PayPal, ApplePay, etc.
You could also do this using Tags.

dorbre

No, I run all of my credit cards into one account labeled Credit Card. Its got the transactions from all of my different credit cards.

RickO

I would suggest that you create a separate account for each card. There are many advantages, including the ability to reconcile and download transactions. With the accounts separate, you can still view the transactions all together under the Credit Cards group heading.