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Learning, Sharing, and Teaching => Investor Alley => Topic started by: intrepid on October 17, 2018, 11:29:23 AM

Title: Credit card payments in Personal Capital's Cash Flow feature
Post by: intrepid on October 17, 2018, 11:29:23 AM

I have recently started using Personal Capital and find its dashboard useful. (I have zero interest in their management services.)

I notice that their Cash Flow feature includes payments to my credit cards as if they were additional purchases. In other words, all my expenditures are counted twice, once when I charge the original purchase and again when I pay my credit card bill.

I assume there's some way to get the software to make the distinction between purchases and credit card payments but darned if I can figure it out.

Can anyone help? Thanks.

Title: Re: Credit card payments in Personal Capital's Cash Flow feature
Post by: swashbucklinstache on October 17, 2018, 04:02:18 PM

i just set all of these and things like them as Transfers and it goes away. I'm also not going for precision...