CREDIT CARDS
Add a credit card to keep its outstanding balance visible alongside the cash available across your accounts.
4 min readBEFORE YOU START
You only need the information required to represent the card clearly in your MoniTrak workspace.
A name that helps you recognize the card
The currency the card is held in
The current outstanding balance
The card's credit limit, if you want to track it
STEP BY STEP
From your MoniTrak workspace, select Credit Cards from the navigation. This is where the cards included in your financial picture are managed.
Add your first card to keep its outstanding balance visible in your financial picture.
Select Add credit card to start creating a new card in your workspace.
Add the information MoniTrak needs to identify the card and represent its current outstanding balance.
The outstanding balance is the amount currently owed on the card. It should not be entered as available cash.
Check the card name, currency, outstanding balance and credit limit before saving it to your workspace.
WHAT HAPPENS NEXT?
The card remains separate from your cash accounts while its outstanding balance can contribute to the broader view of what you have and what you owe.
Visible in Credit Cards
Included in card outstanding totals
Kept separate from available cash
NEED MORE HELP?
Visit the Help Center or get in touch if you can't find what you need.