[GNC] reconciling specific credit cards in an account

[Adrien Monteleone]

If you have multiple cards from the same bank, you'll need to 
differentiate them in GnuCash somehow. Some people use the last digits, 
some the card 'brand' which can be different, even from the same bank. 
(not just card 'type' though that may be sufficient)

Your Bank *might* offer you the ability to tag or nickname your 
transactions before import. Your Card company might offer the same, 
though more than likely, you'll have to do that well in advance of the 
transaction going through for such info to be sent to the bank.

Another option would be to manually edit the import file, appending your 
differentiation prior to import.

-----

As for the 'right way', I'd say the 'best way' is to always enter all of 
your transactions by hand. Importing should be part of the 'clearing' 
process prior to reconciliation.

Clear (and if possible Reconcile) the Card accounts first, then do Checking.

Reconciliation is making sure your books agree with your institution's 
version of your account(s). There's little point if all you are doing is 
importing their version anyway.

Regards,
Adrien

On 2/16/22 7:02 PM, scum buster wrote:
> I have been using Gnucash for years......currently version 3.7.  I very much
> appreciate the program.....I used quicken for years til I started using
> Gnucash.
> 
> Have never used this forum before, so I hope I don't screw this up. LOL
> 
> I am not a Gnucash expert....I know I do some things wrong but I get by....
> 
> One thing I always seem to have issues with (I am sure it is user
> error).....is with my checking account and credit card charges that come
> through that account
> 
> I download my checking account data as a quicken file and "import" that.
> 
> I have a few credit cards with one company.  The charges come through as "
> bankname online payment" when they hit my checking account.
> 
> That would be fine if I had only one credit card with that bank.
> 
> But with a few different cards, I have issues trying to get them to
> auto-reconcile correctly and end up having to manually add the items and
> manually pick the right account......and that ends up making duplicate
> charges somehow.
> 
> What is the right way to set things up so that Gnucash knows what credit
> card account is being referenced when the charges hit my checking account?