Importing credit card payments

I have two imported transactions showing for my credit card.  A posted payment (where credit card gave me credit), and a debit from my checking account for the amount of the payment.  If I do both of them as transfers it will show I made two payments.


Imported payment to Chase $160.00

payment from checking to Chase $160.00

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  • Hi there,

    When you enter  the debit from the checking account, the payee should be "Tranfer: Chase CC". Then it will block out the category as it is a transfer between accounts. It will also automatically enter the offsetting entry for the credit onto the credit card.

    Then, when your transactions are imported, you can match the transactions from your import and all will be good with the world.

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