Add percentage usage column to the view in Property & Debt

Anil
Anil Member ✭✭
edited November 2019 in Reports (Windows)
As the credit card usage % is a key metric most credit bureaus, I was wondering if there is a report that shows this % per credit card or is there a way to custom build this? Thanks in advance
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  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
    There is no direct report in Quicken. With that said, you do have the components needed to calculate the CCU% if desired in a spreadsheet. From the Property & Debt tab, Debt sub-tab lists the Credit Limit, Available and Balance. All that is needed to calculate. Of course your numbers will not exactly match as your data is "real-time" and the reporting agencies are about a month behind.
    user since '92 | Quicken Windows Premier - Subscription | Windows 11 Pro version 21H2
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited November 2019
    GeoffG said:  From the Property & Debt tab,
    Debt sub-tab lists the - Credit Limit, Available and Balance.
    interesting..... never looked at this - now what -

    QWin Deluxe Subscription - Win10
  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
    edited November 2019
    Using Excel the results would show the following:

    user since '92 | Quicken Windows Premier - Subscription | Windows 11 Pro version 21H2
  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    A problem with that report is that the "Balance" number includes all future transactions.  So if you've schedule a future payment in the credit card Account the report overstates your "Available" number.
  • Anil
    Anil Member ✭✭
    > @Tom Young said:
    > A problem with that report is that the "Balance" number includes all future transactions.  So if you've schedule a future payment in the credit card Account the report overstates your "Available" number.

    We can easily pull the credit usage that doesn't include the future transactions. We just need a calculation based on the credit limit.

    Doing it in Excel is based on the available data in the debt tab. But we have to pull the data out of quicken every time.
  • UKR
    UKR SuperUser ✭✭✭✭✭

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  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    tnx @GeoffG - was basically taught to never spend what we don't have -


    QWin Deluxe Subscription - Win10
  • txlxk
    txlxk Member ✭✭
    I would love to have this on the main accounts display on the left side of the screen. Because that display has current-day values, it wouldn't have the 'future dated transaction' problem (and I do that a lot as that's how I plan my payments). Have it able to toggle off and on so users that aren't interested don't see it, and those that do not only have percentages per card but a total line with percentages as well so the overall picture can be seen.

    Something like:

    Card Limit Balance CCU

    VISA X1234 $10,000.00 $6,240.00 62.4%
    MC X5678 $10,000.00 $3,160.00 31.6%
    ---------------------------------------------
    TOTAL $20,000.00 $9,400.00 47.0%
  • txlxk
    txlxk Member ✭✭
    Thanks to all previous commenters

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