Set Up a Virtual Card with Privacy

Beth Ziesenis

Created May 13, 2022

Set Up a Virtual Card with Privacy

43
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Privacy

15 Steps
1

Go to Privacy - Home

After you have linked your bank account to Privacy through a service called Plaid, you can set up cards. I had previously set up Plaid for another service, so it took no time at all. But it may be a little annoying if it's new to you.

2

Click on New Card

You can create a new card for all your services to limit the amounts charged or only pay once.

Click on New Card
3

Name and Limit Your New Card

You can make a generic card or search for a brand.

Name and Limit Your New Card
4

Sample: Limits for the New York Times

I have to keep an eye on the subscription fee for the New York Times because I'm always on a promotional price, and when the promotion ends after a year or so, it increases a lot. So I searched for NYT and found the logo to label my card.

Sample: Limits for the New York Times
5

You can choose the logo or add your own picture or keep it blank.

You can choose the logo or add your own picture or keep it blank.
6

Click on Save

Click on Save
7

You can also rename the cards... I like calling it New York Times, not NYT.

You can also rename the cards... I like calling it New York Times, not NYT.
8

Click on Save

Click on Save
9

Click to Limit the Transactions

Click to Limit the Transactions
10

Choose Your Limits

Choose Your Limits
11

Click on Set $20 Spend Limit

Click on Set $20 Spend Limit
12

Click on Create Card

Click on Create Card
13

Use Your Virtual Card

I closed this one out right away since it was a sample. Closing is as simple as pushing a button. Then BAM... the company no longer has your credit card and can't charge you again.

Use Your Virtual Card
14

Click on Close

Click on Close
15

Click on OK

Click on OK
Well done!
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