Credit Card Account Records

Use credit card account records to track and manage key details such as active cards, credit limits, liability accounts, and balances. From a credit card account, you can add alerts and adjustments, open the Register tab, and manage account status.

• Active cards displays cards linked to the account, including the last four digits and cardholder. From each card menu, you can refresh, search transactions, delete, or mark the card inactive.

  Tip: When you search credit card transactions, enter a 30-day date range. The selected range must fall between the first credit card feed date and the latest feed download date.

  To add another card, select Add.

• Adjustment categories displays categories associated with the account, including category, type, and amount. You can also add categories here. For setup steps and examples, see Adjustment Categories.

• History displays account changes, including change date, updated value, and user who made the change.

• Notes displays notes for the account. To add a note, select Add. For note behavior and options, see Notes.

• Under Attachments, upload files or link to online files such as images, PDFs, Word documents, and Excel spreadsheets. For attachment options and limits, see Attachments.

• To add an alert for a credit card account, select Add alert on the account action bar. For alert setup details, see Alerts.

  Select Open activity to open the credit card activity page and review downloaded transactions for the account. For related workflow details, see Credit Card Activity.

• The credit card account register displays transaction details for the selected account. To open it, select the Register tab. For field definitions and actions, see Credit Card Register.

• Use adjustments to record transactions such as interest, service charges, balance adjustments, and transfers between accounts. To add an adjustment, select Add on the Register tab. For complete adjustment guidance, see Credit Card Adjustments.

• To close a credit card account, select Close account on the action bar. After closing, the Status column shows Closed. You can still edit account information while the account is inactive.

• To delete a credit card account, select Delete on the action bar. You can delete an account only when it has no recorded transactions.

  If you delete an account linked to Yodlee, the account and associated unrecorded transactions are removed from the credit card activity page.