Credit Card Bank Feed Transaction Rules

Karen21
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Credit Card Bank Feed Transaction Rules

Hi,

As our bank feeds for our Amex card come in only under the primary card holders name is there a way to set up a transaction rule that you can use to allocate the expense to a supplementary card i.e. Primary Card # 12345 but I need the transaction to show under the supplementary card # 54321.  If so what affect does this have on the liability accounts for both of these cards?

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Tracey_H
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Re: Credit Card Bank Feed Transaction Rules

Hi @Karen21 

 

Thanks for your post. The only way to record those purchases so that they are reported under each Amex card would be to record manual transactions with them being paid from the supplementary card. Then record Transfer Money transactions to move the transactions to the main card.

 

Another option that may be a suitable workaround is to enter the supplementary card in the Memo field of the Spend Money/Pay Bills transaction. You could then run reports, like the General Ledger detail, and see which purchases were paid for by which card. 

 

Please let me know if you need further help.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Cheers,
Tracey
Previously @bungy15

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