Every Dollar Tutorial: How to Track Credit Card Expenses

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Look, I know that credit cards are a controversial topic, especially in the Ramsey world. But many EveryDollar users aren't Ramsey followers.
At Craig Dacy Financial Coaching, our philosophy is that personal finance is personal- and it's up to each individual to decide their own money story and proactively work toward it.
So, if you are someone that uses a credit card and pays it off each month, here is how you can track it inside of EveryDollar.
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Опубликовано:

8 окт 2023

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Комментарии : 20

@Judi4Him4Ever 8 месяцев назад

We use a credit card for EVERYTHING but also pay it off each week. We earn about $1,000 in cash from points per year. I just started EveryDollar and appreciate this video. 😁

@CraigDacy 8 месяцев назад

Love it! Sounds like you manage it well and are reaping the benefits. Keep it up!

@hannahhensley8497 5 месяцев назад

This was incredibly helpful thank you!!!

@CraigDacy 2 месяца назад

You're very welcome!

@melaniedemlinger7256 5 месяцев назад

Thank you for this video!! I was debating if the app is usable for us and didn’t know how to find that answer. You answered it lovely.

@CraigDacy 2 месяца назад

I'm so glad it helped! How is budgeting going?

@iriscobb3898 8 месяцев назад

This was helpful.

@CraigDacy 7 месяцев назад

I'm so glad you found it helpful!

@laurietebbenkamp1890 2 месяца назад

Thanks so much! Do you keep records of the amounts you deducted as the credit charges were made, in another place beside this app, so that you have a total you know has been tracked on the app so far, or just whatever $ amount shows up that week on the credit card, you pay that and figure that it’s going to show up on your app one way or another??

@HudsonCrump 5 месяцев назад

Hooray! You confirmed what I thought was the right way to handle credit card transactions! DELETE the payments. And yes, I pay my credit cards weekly if not more often! Thanks, Craig.

@CraigDacy 2 месяца назад

Boom!

@jeffharman8005 5 месяцев назад

I've noticed if a transaction is pending on the CC and I assign it to a category, then when the transaction is completed approx 5 days later sometimes it wants me to assign to a category again. Any tips on avoiding duplicate transactions? I never had this issue with Mint.

@wesleywiley401 2 месяца назад

Great vid! Random question - what brand/color is the green wall behind you? Looks nice!

@CraigDacy 2 месяца назад

Thanks! The Brand was Behr and I think the color was Vine Leaf?

@wesleywiley401 2 месяца назад

@@CraigDacy Thank you so much!!

@tarinestvanko3621 7 месяцев назад

We are at the end of our trial and I love that it all syncs. However, I need help understanding the CC transactions. I have them synced more to track paying them off. I need help understanding why you deleted the payment portion that you would allocate to that specific credit card as “income”. I understand the “duplicating” the transactions (or purchases you make on the cc). I am wondering if this is affecting my budget; I am seeing duplicates but they are both the transactions. For example, my car payment is in my budget once (and the balance.owed is listed under debt under that bank), but it shows in the paycheck planner twice!

@tarinestvanko3621 7 месяцев назад

Just in case others had the same problem PTL! It was because I was “planning” under the spend under “debts” too!

@CraigDacy 7 месяцев назад

@@tarinestvanko3621 I'm glad you were able to figure it out!