Card import
Uploading a credit card statement so each charge becomes an already-paid expense on the card’s liability account.
In Solo Superstars
Card statements list charges as positive numbers; the import flips the sign so they book as expenses and grow the card balance. Charges appear on the Expenses page, not the Bills page.
Example
A $80 software charge on the statement: debit 6330 Software Expense 80, credit 2100 Credit Card 80.
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- credit card statement import
Related
- Statement import — Uploading a bank or card statement (CSV or PDF). The importer checks that opening balance plus activity equals the closing balance before anything is saved.
- 2100 Credit Card — The default ledger account paired with a business credit card. What you have charged and not yet paid off.
- Bank transaction — One line from your bank: a deposit, a charge, a fee, a transfer. Imported from a statement, entered by hand, or synced.
- Categorize — Telling a bank transaction which ledger account it belongs to. Alison does most of it; you confirm the uncertain ones.