How to produce a credit card balance summary with online balance and credit remaining amounts

Warren119

I can produce a report with my credit card ending balances, but these do not always match the bank's amounts unless recently reconciled. It would be nice to report the online balance and credit remaining amounts along with the ending balance. Quicken has the information internally, but does allow it to be included in a report.

Sherlock

The online balance in Quicken is not always accurate.  It simply a value pulled from the financial institution some time in the past.  Regarding the remaining fields, if you haven't already, you may considered the Selected Liability and Credit Accounts (Debt) region on the Debt view of the Property & Debt tab.

Tom Young

Even if the online balance is perfectly accurate your report's ending balance might not jibe with your report's ending balance due to timing differences, e.g., purchases you've entered manually that won't affect the online balance until the purchase is fully processed or payments you've made that haven't yet been processed by the credit card company. 

The automatic report mentioned by Sherlock above will give you the information you seek but keeping an accurate and up to date listing of credit card transactions in the Quicken register is vital to having that report accurate.

Sherlock

The online balance in Quicken is not always accurate.  It simply a value pulled from the financial institution some time in the past.  Regarding the remaining fields, if you haven't already, you may considered the Selected Liability and Credit Accounts (Debt) region on the Debt view of the Property & Debt tab.

Tom Young

Even if the online balance is perfectly accurate your report's ending balance might not jibe with your report's ending balance due to timing differences, e.g., purchases you've entered manually that won't affect the online balance until the purchase is fully processed or payments you've made that haven't yet been processed by the credit card company. 

The automatic report mentioned by Sherlock above will give you the information you seek but keeping an accurate and up to date listing of credit card transactions in the Quicken register is vital to having that report accurate.