With Mobills you can register your credit cards and manage them at once within the App! We're going to show you how to add and edit your cards on the platform.
In this article, we're going to talk about:
Creating a Credit Card:
- On the Main screen, tap "All" on the "Overview" card.
- Tap the '+' button on the Credit Cards screen:
- Enter the Credit Card information
Save your new card by tapping the "check" icon.
When you're creating a new card, it is mandatory to enter the Description, Limit, Closing Date, Payment Date, and associated Account information.
- Description: The credit card "name", this is how you will identify the credit card. You can use the name of the bank, for example: Santander, Bank of America, etc.
- Limit: it's the total limit of your credit card, whether it is being fully used or not. Enter the amount in this field (e.g.: $10,000) so Mobills can help in order to don't exceed this limit.
- Flag: Choose the flag of your credit card (e.g.: Visa, MasterCard, American Express). This option is only to better identify your credit card.
- Closing day: This is the day that your invoice will change status from open to closed, after that day, all the expenses will be added to the next open invoice.
- Payment day: Payment date or due date is the maximum day your invoice is meant to be paid.
- Associated account: This option means that generally the invoices for this card will be paid with the account you have chosen. Your credit card expenses are counted toward the balance and chart projection for that account.
Ps.: At the time of payment of the invoice, you can change with which account you'll pay the invoice at the moment.
Now you can start registering your credit card expenses!
Editing a Credit Card:
Do you need to make any changes to the card? Name, limit? It's easy, here's how you can do it:
- Access the credit card screen;
- Tap the icon on the card you want to edit and select the "Edit" option:
- Make the changes you want and tap the "check" icon. Done!
See how easy it is to create and edit a Credit Card on Mobills?