In order for you not to lose control of your credit card, it is important to register all of your card purchases in Mobills.
In this article, we'll show you how to:
Creating a Credit Card expense
To create a card expense just follow the step by step:
1. On the main screen, touch the center '+' button in the bottom bar of the screen and choose the 'Credit Card Spending' option.
2. Now just fill in the required fields and save after finishing.
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.
Bills: 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.
Payments: 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: 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.
Note: Is there anything else you want to remember about this?
Attachment: If you want, you can take a photo or pick one from your gallery of the receipt of your purchase.
Editing a Credit Card Expense
1. On the home screen, tap the card labeled 'Cards'.
2. On the Cards screen, enter the card on which you recorded the expense that you want to edit.
Note: You can't edit or delete a card expense on an invoice that is already paid. If you want to know how to reopen an invoice, just go to the article: How to reopen an invoice.
Deleting a Credit Card Expense
It's almost the same step by step to edit the expense, however, you should tap the expense and swipe your finger on the screen to the left, and then select the 'Delete' option.