Add Credit Card

Credit card account. Name must end in -CC and match the Ledger source account.

Identity

Account Name * Must end in -CC — e.g. Freedom-CC, CashPlus-CC

Card Settings

Display Name Human-friendly name shown in the CBT card list. Defaults to account name if blank.

Standard APR (%) Used for BT balances after promo expires

Cash Advance APR (%) Applied to cash_advance balance type

📅 Statement Schedule → Manage per-period close dates, due dates and billing windows

Initial Credit Limit ($) Optional — can be added later

Last 4 Digits Optional — can be added later

Dashboard Visibility

Exclude from Dashboard

When enabled, this account’s balances, payments, and interest are hidden from all dashboard panels — KPI cards, 3-month trend, debt breakdown, CC balances, loan overview, and upcoming events.

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