Accounts/Credit Cards for Accounting use - Bank Feed Imports

m0tyrider on 01/05/2023 - 12:06
Last edited 01/05/2023 - 12:11

For those that use Xero accounting software or others that allow bank feeds what is your setup for your business?

I currently have all my cards linked and every single transaction i do comes up in Xero which is taking alot of time for me to reconsile.

Was going to have separate cards/transaction accounts but wanted to keep retaining points/benefits by putting everything through the one card.

Is there any setups you use?

Ideally no yearly/monthly fee's or easy ways to get around them.

Comments

trashcan on 01/05/2023 - 12:12

I usually have an addon card which I use for my business expense. Makes it much easier to keep track of things.
- m0tyrider on 01/05/2023 - 12:13
  
  Is there any costs involved with that?
  - trashcan on 01/05/2023 - 12:14
    
    Most institutions do no charge extra fees for additional cards.
bargain huntress on 07/06/2023 - 20:42

Was going to have separate cards/transaction accounts

What categories were / are you planning to have?
- m0tyrider on 07/06/2023 - 20:55
  
  +1
  
  Business expenses and non business