How do I import credit card transactions into my expense report

To import credit card transactions

  1. Go to My Expenses
  2. Click on Add Expense
  3. Select Import from Credit Card, this will open the Import from Credit Card form
  4. From the top left select the credit card you want to import transactions from, if you do not see your credit card listed there click on Add Account
  5. Select your institution from the list
  6. Enter your user id and password and click on Submit
  7. This will list your accounts, click on Close
  8. From the drop down select the card credit card you want to import transactions from, this will list all your transactions.
  9. You can now import these transactions into your expenses, see below

 

ImportCC.png

 

 

 

 

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