Showing scheduled payment and actual payment in my transactions

SongahmSongahm Member Posts: 5

I am seeing an online scheduled payment (in green) for credit card and actual payment from checking (black)
How do I reconcile these two transactions?


  • ConnorMConnorM Member, Administrator Posts: 1,229 admin

    Hey @Songahm! I think the best bet here would be to read up on this Help Center article here! That should explain what the bookkeeping around payments looks like :)

  • SongahmSongahm Member Posts: 5

    That article doesn't explain how I account for the CC payment from checking and the scheduled payment for the 1. same amount

  • BarsinBarsin Administrator Posts: 2,041 admin

    Hey there @Songahm

    We might need a bit more information about this transaction. Was it a credit card payment from your checking that has yet to appear in your CC statement? Typically we would advise that you Create a Transfer between the two transactions to show a payment from the checking account to the credit card. However the more details we can get the better! Thanks so much.

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