One of my credit card accounts was changed. The account number was changed and a new card was issued. The transactions under the new account number show up ok. However, the credit card company on the Accounts worksheet still shows the old number. The result is, because the recent transactions are associated with the new account number, the credit card account shows up on the Balance worksheet as an ‘Ungrouped Liability’. How do I fix this?
On the Accounts sheet, you likely have the new account number in the account drop-down, but not the old account number. On the next blank row, select the old account number so you can add it to a group.
Personally, I like to move the balance history on the old card to the new. Here are instructions on that method.
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