In order for you not to lose control of your credit card, it's important to register all your purchases on Mobills. In this article, we'll show you how to create, edit and delete a credit card expense on Mobills Android.
In this article we're going to talk about:
Creating a Credit Card expense:
Description: It is how you'll call this expense. Choose a name that will help you remember what it is. For example, Haircut, Dinner with the family, Gasoline, etc.
Date: When was this purchase made?
Value: How much is the amount of the expense you want to register? Use this field to enter this information.
Category: This will help you see your reports of how much you spend in each of the categories.
Card: In this field, choose which card to go to.
Invoice: Choose to which invoice the expense should go. When you change the date, other invoice options are displayed.
The above fields are required to create an expense. Below are the optional fields.
Location: In this field, you can find where you made this expense.
Installment: Did you make an installment purchase? After entering the total amount of the expense mark this field and tell Mobills how many times you have parceled the purchase. The total amount of the expense must be recorded as Mobills will automatically calculate the parcel value.
Recurring expense (beta): Do you have any expenses that are repeated every month? As a subscription to a service? Check this option so you do not have to add an expense every month.
Tags: Tags can be used to group your releases. Learn how to use tags in an article we've created: Manage Tags (Android)
Comments: Is there anything else you want to remember about this expense? Write more information about it in this field!
To create a credit card expense, follow these steps:
On Mobills main screen, tap the '+' button which is located on the bottom right corner and select 'Credit card expense' or tap on Credit Cards on the 'Overview' card and tap on 'Add new expense' below the desired card.
Through the main screen:
On the Credit Cards screen:
Fill in the necessary information and don't forget to save. Done! Credit card expense created!
Editing a Credit card expense:
To edit a credit card expense, access your card's invoice. Tap on 'Credit cards' on the 'Overview' card.
Tap on the card you want to see the transactions. Tap on the expense you want to edit and make the changes you want. Don't forget to salve by tapping the 'check' button.
Warning: It isn't possible to edit or delete an expense from an invoice that is already paid. If you want to know how to reopen an invoice, check this article: "How to reopen an invoice".
It is also not possible to edit a card's expense to turn it into installments or turn an installment into a simple expense. This should be indicated at the time you're registering the expense.
Edition screen of the credit card's expense:
Deleting a Credit card expense:
It's almost the same step-by-step to edit an expense, but you must tap and hold the expense you wish to delete until it gets marked. After that, tap on the trash bin icon that will appear, to delete.