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adderjack
Level 1

How can you code a credit card transaction as an asset. The only option is "Expense" or "Transfer"?

 
1 Comment 1
AndréB
Level 7

How can you code a credit card transaction as an asset. The only option is "Expense" or "Transfer"?

Hey adderjack,

 

It's great that you're using the power of the bank feed to further streamline complex transactions. This function has a focus on simplicity and saving you time, so the most common transaction types are suggested. These can easily be adapted to your needs, and I'll be happy to show you how.

 

Both the Expense and Transfer options allow you to select almost any account. You should have no problem selecting an asset account for either one, and you even select multiple accounts for an Expense by clicking the Split option. If the transaction has no sales tax and should only affect a single asset account, the Transfer option is the way to go. 

 

I'm here for you. Let me know if you have any other questions.

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