How to import csv for credit card into Splits in the check register for the transactions

MichaelLRoss
MichaelLRoss Member ✭
in Registers & Transactions (Windows)
Each month I download all my transactions from the bank and credit cards, and they go to the appropriate accounts. But in the Register for the checking account, when I pay a credit card, I want to split the total into transactions by budget category. I have that info in the credit card account, but have to enter it by hand into the Split for the Check Register. Is there an automated way to do this that I don't know about?

Answers

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    Use the budget categories for the transactions in the credit card account.  You are saying you already have them there.  The payment from your checking account should be a transfer to the CC account (category as [Credit card account name]).  You are creating unnecessary work for yourself.  

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