@flylow21 Sure. You can simply categorize the credit card payment under “Transfers > Credit Card Payments.” This will allow you to keep track of it on your Transactions page, but it will not impact any of your reporting or metrics.
What about the case where Stessa is linked to both the Credit Card Bank account, and the Checking Bank Account used to pay the card off each month?
I’m seeing both credit card charges (positive) and the last month payment (negative) imported from the Credit Card account. Then Stessa also sees the payment out from Checking to pay off the card.
If I leave these both as “Transfers > Credit Card Payments”, they cancel each other out and all values for that Transfer sub-account is $0 every month.
I would like to see what funds are transferred out to pay the credit card, so would need to change the last month payment on the Credit Card account. How? I could delete it, but would rather keep all the Tx and just mark it as “ignore” so it’s obvious what was done the next time I repeat the process.
A similar thing happens when monitoring Apartments.com income and seeing duplicate transactions in the Checking account they are deposited into.
It would be really helpful to have some user-defined transfer categories that I can park things like this. Right now I’m overloading unused fields and it’s hard to always do the mapping in my head what they really mean:
Using “PMI Escrows” for my monthly payments that show up in the Credit Card Account. I use “Credit Card Transfers” for the payment in my Checking Account.
Using “HOA Escrows” to mean “rent that’s already accounted for in the Apartments.com import, but still shows up in my Checking Account”
I have the same issue as beynon.re_stessa. In addition, all my credit card expenses are importing in as positive when they should be reflected as a negative expense. How are people categorizing their credit card expenses while avoiding the duplicative charges that essentially cancel each other out?