tag:infinitekind.tenderapp.com,2009-01-14:/discussions/general-questions/446-expense-report-on-credit-cardInfinite Kind: Discussion 2018-10-18T13:54:05Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/2829702009-08-03T16:22:38Z2009-08-03T16:22:40ZExpense report on credit card<div><p>Scott,</p>
<p>I am just another Moneydance user but my understanding is that
expense (and income) accounts are independent of the actual bank or
credit card accounts (in this case). You can create expense
accounts for anything via categories and anytime that you spend
something with your credit card, simply categorize it properly. My
understanding is that regardless of what physical account the money
is coming from (bank, credit, cash, etc.) it can go into any one of
the expense accounts/categories that you have created.</p>
<p>Hopefully that is helpful.</p></div>Paultag:infinitekind.tenderapp.com,2009-01-14:Comment/2829702009-08-03T17:23:58Z2009-08-03T17:23:58ZExpense report on credit card<div><p>Hi Scott</p>
<p>You are correct, the expense graph allows you to restrict the
account that the expenses came from and liability accounts are not
presented as options for this report. I am afraid the help file
must be out of date. I would recommend using an account of type
"Credit Card" for credit card transactions. It is not possible to
change the account type once it has been created however there is
an alternative solution, You can create a new CC account and batch
change all the transactions into it.</p>
<p>Create a new account and set the Type to credit card.</p>
<p>Click on your existing liability account on the home page to
bring up the transaction register.</p>
<p>Press command-A (mac) ctrl-A (Windows) to select all the
transactions.</p>
<p>Right click on the selected transactions and select Batch
Change->Account</p>
<p>Select the new Credit card account.</p>
<p>Click OK.</p>
<p>Click Yes.</p>
<p>You should then be able to run an expense graph on the
transaction in the cc account.</p>
<p>I am sorry for the outdated help file.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/2829702009-08-03T20:50:06Z2009-08-03T20:50:08ZExpense report on credit card<div><p>Thanks Ben, that looks like the solution. It's an old account,
and it wasn't set up to be a credit card - I think that this
account type was introduced after I'd created the account.
Certainly a new credit card account does allow me to graph
expenses.</p></div>Scott