Credit card transactions

• 16/01/2026
• 1 minute to read

Optimize how you work with credit card transactions by setting up a workflow that works specifically for you.

Set up a workflow for credit card transactions

• Learn to import credit card transactions from your bank into Expense Management, see Importing transactions with custom templates.
• To find missing transactions and reconcile transactions with a statement, see Expense Management bank account reconciliation.
• Learn how to import bank statement, see Importing bank statements for reconciliation.