Credit Card
Hi I have a bank feed from my amex account which has two cards on the one account. One card is for personal use and the other for business. Reconciling this via a bank feed is problematic as the open...
Forum Discussion
Hi Swampy-66
Thanks for your post. If you are wanting to reconcile the account to match the statement you will need to enter the personal purchases. You'd need to check with your accountant about creating an applicable account. To save data entry time, you could record one bulk transaction for the period for all personal transactions.
Your other option would be to manually separate the business expenses and payments. To reconcile older transactions you will need to undo the reconciliations and re-reconcile to include those transactions.
Please let me know if you need further help.
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