Credit Cards

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Credit Cards

Postby philbur » Fri Oct 31, 2008 11:14 pm

Anyone help me with Credit card entry/payment? I Use the Charge Tab to enter my monthly chrges using Split. They appear as Deposits! Maybe that's right but when I make a payment using Charge that too appears as a Deposit. If I inter account transfer to pay using Transfer that too is a Deposit. OK so how do you pay the credit card?
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Re: Credit Cards

Postby mthadm » Sat Nov 01, 2008 2:14 am

There are couple of ways to record a payment of a balance on a credit card account

1) Transfer from a funding account, for example checking account into a credit card.
On the checking account side this will appear as a "Payment", on a Credit card account side the transaction will appear as a "Deposit"
Or, in other words, checking account decreased in value and credit card increased in value.

If you made a mistake on a transfer you always can put a minus sign in the amount field and that will reverse the transaction


2) From a checking account side please select "Withdrawals" tab, please enter a payee name, for example "Credit Card Payment",
please select Transfer Category and you credit card account should appear in the Subcategory list. Please select it and record the payment

This is functionally similar to the #1 but allows you assign a payee if you so desire, whereas transfers are payeeless.

Let us know if you have further questions,
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Re: Credit Cards

Postby crenn » Sat Mar 28, 2009 9:19 pm

2) From a checking account side please select "Withdrawals" tab, please enter a payee name, for example "Credit Card Payment",
please select Transfer Category and you credit card account should appear in the Subcategory list. Please select it and record the payment

If I use "Transfer Tab" it shows it properly in my checking account but shows it as a deposit in the CC account (Kohl's). I also get multiple listings of the CC account in the "Account Manager" and some of my Asset accounts disappear. If I restart the software or reload the file it corrects itself. If I use the "minus" sign it flips the "Transfer From" with the "Transfer To" lines and shows the amount as a deposit in my checking account but proper credits in the CC account,

If I use the "Withdrawal" tab it shows a deposit in the CC account and multiplies the listing of the CC account and makes some of the asset accounts disappear. If I use the "minus" sign it changes the withdrawal to a deposit in my checking account and improper labels the payee but shows it as a payment.

I would also have and account disappear after trying to do a electronic download. If I closed the program and then open it up it would appear.

I also have slow scrolling.

Thanks
Last edited by crenn on Sat Mar 28, 2009 10:08 pm, edited 1 time in total.
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Re: Credit Cards

Postby mthadm » Sat Mar 28, 2009 9:59 pm

Are you on the latest version (2.0.42) ?

If not, could you please upgrade from http://www.mthbuilt.com/download.html
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Re: Credit Cards

Postby crenn » Sat Mar 28, 2009 10:10 pm

Build 41 shows in my history
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Re: Credit Cards

Postby mthadm » Sun Mar 29, 2009 11:08 am

The slow scroll is on top of the issues at this point, we may issue a special release once it has been resolved
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MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

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Re: Credit Cards

Postby crenn » Sun Mar 29, 2009 12:12 pm

I've reloaded the software twice. What do I do about this problem?
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Re: Credit Cards

Postby mthadm » Sun Mar 29, 2009 8:08 pm

We pm'd you, we want a bit more details

Thanks
---
MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
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