(video copy/paste link - https://youtu.be/bwLcJSeAsVY)

Add

The information needed to add a credit card to a Budget can normally be found by reviewing previous paper statements or electronic statements that are available on your account on the credit card company's website.

If there are no previous statements, the payment due date for a credit card is normally shown somewhere on your credit card online account. The day when statements close is normally not displayed on your account. You'll have to guess on the closing date by subtracting 25 days from the payment due day and then change the closing date when it becomes known.

For how refunds are posted for never used credit cards, select the default "Refunds are posted..." checkbox.

To add a credit card to a Budget:

• Click on "Budget > Items > Credit cards" to open the "Credit Cards" slider
• Click on the "Add" button to display the "New Credit Card" window
• Enter a "Card Name"
• On the "Statements" tab:
  • Select the day in the month when statements normally close
  • Select the day in the month when payments are due
  • Select "How payments are made"
  • If refunds are posted to open (not yet paid) statements as partial payments, check the "Refunds are posted..." checkbox. If refunds are handled the same as purchase transactions by always being posted to the next statement, uncheck the checkbox.
  • If needed, for "Add a payment lead time of" enter the number of business days you want payments to be scheduled before the normal due date to allow payments to be received on time
• If you choose to store reference information on your credit card cards:
  • Click on the "Cards (optional)" tab
  • To add a credit card card:
    • Click on the add icon to open the "New Credit Card Card" dialog box
    • Enter the "Account number" (stored encrypted and never used by the program)
    • If needed, enter the "Security code" (stored encrypted and never used by the program)
    • If needed, for "Expires," either:
      • select the month and year when the card expires, or
      • check the "No expiration date" checkbox
    • If needed, enter the "Name on card"
    • If needed, enter the "Member since" year
    • Click on the "OK" button
  • To edit a credit card card:
    • Select the card being edited
    • Click on the edit icon to open the "Edit Credit Card Card" dialog box
    • Make needed changes
    • Click on the "OK" button
  • To delete a credit card card:
    • Select the card being deleted
    • Click on the delete icon
    • In the "Serious?" message box, click on the "OK" button
• If you choose to store credit card reference info:
  • Click on the "Info (optional) tab
  • Enter any information you want to save
• If the new credit card is not to be added to the budget now, uncheck "Include in Budget." The credit card can be added to the Budget at any time by:
  • editing the credit card and checking "Include in Budget," or
  • double-clicking on the credit card in the "Credit Cards" slider
• Click on either the "Save & Add Another" or "Save & Exit" button