Computerize Your Assets Help

Catalog My Credit Cards

Catalog My Credit Cards

Previous topic Next topic  

Catalog My Credit Cards

Previous topic Next topic  

 

Credit Card Cataloging

 

Recognizing the importance of promptly alerting your credit card companies in the event of lost or stolen credits cards and the high risk of "Identity Theft", Computerize Your Assets provides functionality to maintain a list of your cards along with necessary contact information. If you do not subscribe to a service that does this for you all the information will be readily available for you to do it on your own.

 

Even though we have taken the extra precaution of encrypting the data file containing this sensitive information, you might wish to consider invoking your security system on Computerize your Assets if others have access to your computer. This will provide additional protection of your data.

 

 

creditcardbrowse

 

The screen above illustrates the listing of "Credit Cards" entered in your file. In the same manner as all other browse lists, use the "Insert", "Change" and "Delete" buttons to perform their respective tasks.

 

 

creditcardupdate

 

 

The screen above illustrates the detail fields available for your input. In similar fashion as the "Inventory Item Detail", we only REQUIRE a minimal amount of information. You have the option of entering just the amount of detail you want or feel necessary to fit your particular situation.

 

Credit Card Type

Enter the credit card type or click the drop down to select  (Required)

Name On Card

Type in the name as it appears on the credit card   (Required)

Card Number

Enter the credit card number as it appears on the card   (Required)

Credit Limit

Enter the credit limit for this credit card

Date Opened

Enter the date this account was opened

Expire Date

Enter the expiration date on this card   (Required)

Company Name

Name of the Bank or Company that issued the card

Address 1

Street or mailing address of the Bank or Company

Address 2

Line two of the address if required

City Name

Name of the city for Bank or Company address

State

Name of the State for Bank or Company address

Country

Enter the country

Postal Code

Postal or Zip Code for Bank or Company address

Business Phone

Phone number for general information

Emergency Phone

Emergency phone number if different than business phone number

Fax Number

Fax phone number

Web Site Address

The URL (Web Site Address) for Bank or Company  (ex.  http://www.bankname.com)

Web Account Login

Enter your web Login name if you access your account through the internet

Web Account Password

Enter your web password if you access your account through the internet

Account Number

Sometimes your account number will differ from the credit card number. Enter it here if this is the case

 

 

Also notice there is a list box below this information that can be used to keep a listing for any additional credit cards that have been issued for this card. Example: The card may be in your name and an additional card has been issued in your spouse's name. There is no limit to the number of additional cards that can be attached to the primary card.

 

To include additional cards for this account use the "Insert", "Change" and "Delete" buttons in the lower right of the screen. This behaviour is exactly the same as any other browse listing. Below is the screen to enter the additional card detail.

 

 

addlcardupdate

 

There are only three data fields that require information.

 

Name On Card

Enter the name as it appears on the credit card  (Required)

Card Number

Enter the number as it appears on the credit card  (Required)

Expire Date

Enter the date the card will expire (mm/yyyy)  (Required)

 

Related Topics

Setting Up Security

 

 


Copyright © 2005 - 2011 CYA Software, Inc.

Don't leave home without one -  BACKUP OFTEN