The following terms are used by Home Credit Card Manager to represent your credit card information:
Your credit card information is grouped at two levels:
A default list of Categories and Parent Categories is shipped with Home Credit Card Manager. You can add/edit/delete these to suit your needs.
To save you manually typing in all your transactions, Home Credit Card Manager provides you with an import wizard that allows you to load your transactions electronically.
Refer to Importing Transactions for more information.
To save you manually allocating categories to every transaction, Home Credit Card Manager provides you with a Category Auto-Matching tool.
This tool will automatically allocate categories to transactions by:
Refer to Category Auto-Matching for more information.
Home Credit Card Manager stores all your Account, Statement, Transaction, Category and Parent Category information in a Workbook (with a file extension of .hdat). You can create as many workbooks as you need.