
Creating Credit Card Accounts
Creating credit card accounts is easy just follow the steps below.
***Note: Many financial institutions support Direct Connect account downloads for credit card accounts. You can
create a credit card
accounts by downloading account information using Direct Connect downloads and you can also
setup Direct Connect downloads
after you create the account manually by following the instructions below.***
Creating an Credit Card Account:
- First open your existing SEE Finance file OR if you do not have one yet, create a new file by selecting "File" and then selecting "New SEE Finance File" from the Menu Bar (if you chose to create a new file skip down to step 3).
- From the Menu Bar select "Accounts" then "New Account" OR click either action button under the accounts list.
- The "Create New Account" sheet will then appear attached to the SEE Finance file's window. Make sure "Create Account Manually" is selected and click "Next".
- On the next view enter your desired account name, select "Credit Card" for account type, and select the currency the account is based in. Then click "Next".
- In the next view enter the account's initial balance (enter a negative value if you are carrying a balance or a positive value if you have a positive credit on the account). Set your credit limit (a positive value) and click "Next" once again.
- Verify the information is correct in the "New Account Summary" view and if it is click the "Finish" button and you're done!
Notes:
- Credit card account's credit limit can be set in a credit card account's "Overview" view. Available credit is calculated by the difference between your account balance and your credit limit.
See also
Credit Card Accounts
Creating Accounts
Creating Accounts by Direct Connect Download
Setting Up Direct Connect Account Downloads
Editing Accounts
List of Account Topics