Pull in sub-transactions from "merchant platforms" instead of a single aggregated charge
Some transactions are payments to merchant platforms, which themselves have transactions within them. Do you have any guidance/support for pulling in platform transactions (which may span quite a few different categories)?
I imagine that'd need to be via manual import + excluding those merchant transactions from the credit card accounts?
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Comments2
Aayush Chhabra
May 6
Want to make sure I'm getting this right. Feels like there are two things here:
Being able to split one transaction into a few on your own.
Having that happen automatically for big platforms like Amazon, Best Buy, etc.
So say you do an Amazon checkout with 2 clothing items and 1 electronic item - the card just shows one charge, but ideally you'd see three separate transactions (same merchant, but each with its own description and category). Is that the gist of what you're going for?
nck
May 7
Yes, exactly!