TUTORIAL

Lesson 7 - Managing Credit Cards

To make it even easier, you can have your credit card payment transferred from your checking or savings account automatically. On the Account Summary screen, click the next to your credit card account. The Edit Account Information screen is displayed.

Select to transfer either a set dollar amount each month, transfer the minimum payment, or pay the balance in full each month. You also need to select the account from which you want to transfer the payment. Click Update Account and your automatic payment will be effective with the next credit card cycle.

From the account summary, you can also view the transaction register. Click Available Credit to display the following screen.

The transaction register shows all debits and credits for your account. You can specify what dates you want to see by changing the dates at the top of the screen.

To see detailed information for a transaction, click Item No/Type.

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