When making a payment to your credit card or loan, you're essentially transferring money from your checking account to your credit card or loan so that's how you'd want to set it up in our system. If you are creating a manual transaction, change withdrawal to transfer and create a transfer transaction from your checking to loan/credit. If you'd like to schedule these payments, you can go to My Credit Cards and click the Schedule link at the top. Then create a transfer schedule. This will also allow you to forecast transfer payments to your credit card or loan on the Transaction Forecast page.
02/16/2015 12:05:39
Guest
User
paying off loans and credit cards
When I put in a transaction i have the payee either my loan or my credit card. How do I link them, so when I make a transaction with money withdrawing from my checking account, and paying a bill.. have it remove the amount from my loan/credit card? I tried adding two transactions but it didn't seem to work right. I really like having all those account on their, but it seems useless if they don't link and pay off appropriately.
