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 Post subject: Credit card breakdown
PostPosted: Mon Jul 11, 2005 4:37 am 
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Joined: Mon Jul 11, 2005 4:31 am
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Location: Mass. or Florida, or Antigua
I'm trying to enter credit card payments using diffferent catagories. For example part of the credit card payment goes to "Medical + Dental". Is there any way to have this show as a deductable catagory in Summary?

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PostPosted: Thu Jul 14, 2005 12:27 am 
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Joined: Wed May 18, 2005 11:19 pm
Posts: 539
Location: Here and There
CheckBook's Splits, as they are now, are probably not the ideal way to store items that require categorization for an itemized statement or invoice. They lack a dedicated Type field to aid in categorization, and the To/From and Description fields are basically freeform text not meant to be displayed outside of the Split tab.

The Account Summary feature was not designed to display a subtotal of Split line items, primarily because showing them alongside actual Entries adds up to an irrelevant total and a less accurate big picture when taking in the Summary's graphs. The Account Summary would appear to double add or subtract as it displayed each Entry's Amount under its To/From and/or Description, then displayed each Split line item's Amount under its To/From and/or Description.

The situation is the opposite of ideal. You are probably not alone in your need to categorize your credit card transactions via Split line items and see them subtotaled in an Account Summary. We are already putting some brain power toward improving our Splits, so your concerns are more fuel for the fire. One short-term workaround is to retrieve your Split subtotals using CheckBook's Filter/Search feature. Select the Split To/From or Split Description Filter, enter a term to Filter for and set the Interactive Balance at the bottom right of the window to Filter Total. Less than elegant but should still work in a pinch.

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PostPosted: Mon Jul 18, 2005 3:55 am 
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Joined: Mon Jul 11, 2005 4:31 am
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Location: Mass. or Florida, or Antigua
Keith;
Thanks for the reply and suggestion. What I've done and should have thought of is as follows. Download my credit card transactions for the year and open a new file just for that credit card. Now I can take each transaction that pertains to a medical expense and enter "Medical" in the note field. Now I can search for "Medical" and have a complete list with a total of the medical expenses for the year.

Thanks again, David S

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