Managing your credit card accounts

WorkingPoint can help you manage your credit card account transactions so you can keep an eye on what you owe to your creditors.

With WorkingPoint, you can:

• Connect to your credit card provider to view your current account balance*

• Connect to your credit card provider to import credit card transactions*

• Record a credit card charge

• Record a credit card credit

• Record a credit card payment

Plus you can:

• Edit transactions

• Delete Transactions

• Move entries between credit card accounts

• View account balances from the home page widget "Credit Card Balances"

*Access to these features depends on your account plan. Log into your account and click Account (located in the upper right hand corner), then Change Account Plan to view your plan details.

Related Topics

How do I open the Activity List for an account?