When my Credit Union credit card transactions port over, they include the standard information (Account info, Institution, trans ID, etc) but it would be helpful to know which of the two users on the account made the transaction. We have different CC numbers but obviously they charge a single account. This information is available on the credit union site by selecting the transaction and is differentiated under the heading “cardholder”. Is this possible?
Thanks, Mike
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@mahoneybudget
In authorized user situations, the feeds are somewhat limited. While the physical card numbers may be different, we find the data is associated with a single account number with the institution.
Our data provider only feeds transactions by account number so there isn’t a way to see the granular card number in the transaction’s details.
Sorry for any inconvenience. I hope it’s something our data provider will be able to improve in the future.
For now, if you need to see those transactions by card/employee, it would be a manual process. Feel free to add a new column in your Transactions sheet to track it there.
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Totally understand Heather, thanks for the reply