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smburns301700
Level 1

When I try to import my downoaded file into my credit card account it will not let me choose an exisiting account. What can I do to fix this?

 
1 Comment
JonpriL
Moderator

When I try to import my downoaded file into my credit card account it will not let me choose an exisiting account. What can I do to fix this?

Hi @smburns301700,

 

Let's review the file of your transactions and make sure the same card name is the same on file. This way, you can import your transactions into your existing credit card account.

 

I'm adding these helpful articles for ideas in categorizing your transactions after uploading them.

 

I'll be here if you need more help. Thanks!

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