Your credit card transactions typically appear as a single transaction on your current account. In Accountable, you can add all your individual credit card transactions and classify them just like any other bank transaction.
This article covers how to create a credit card account, classify transactions, add new statements, edit or delete transactions, add transactions manually, and classify the monthly debit from your current account.
Create a new credit card account
First, go to the Bank screen on Accountable web.
From this screen, click +Add > Credit card.
Enter the name of the account or credit card.
Upload your credit card statement. The system will scan the document and retrieve the individual transactions. Read our Privacy policy.
Select "Review".
From the next screen, you can update, add, or delete a transaction.
After you confirm, your transactions will be visible just like a normal bank account.
Classify credit card transactions
Classify your transactions the same way you would for any other bank account.
Add another credit card statement
For the following months, click the "+ Add a statement" button to upload a new statement.
Edit or delete a transaction
You can delete a transaction by selecting it and clicking "Delete".
Add transactions manually
Click the 3-dot menu > Add new transaction.
Then enter the supplier, date, currency, and amount, and confirm.
The transaction will appear as a single line.
Classify your credit card monthly debit from your current account
From your current account, classify the monthly credit card payment as "Credit card reimbursement".
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Key takeaways
Create a dedicated credit card account in Accountable by going to Bank > +Add > Credit card.
Upload your monthly statement and Accountable will scan and retrieve individual transactions automatically.
Classify credit card transactions the same way as any other bank account transactions.
For each new month, use "+ Add a statement" to keep your credit card account up to date.
Classify the monthly credit card debit on your current account as "Credit card reimbursement".
Need help? Chat with us or email support@accountable.eu, we're happy to help.