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How to label source of transaction?

How do I label or tag the source of a downloaded transaction? i.e. Chase Sapphire Reserve vs. Chase Freedom account is the source of the downloaded item?

Best Answer


  • NotACPANotACPA SuperUser, Windows Beta Beta
    Wouldn't those be 2 separate accounts in Q?
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • RickORickO SuperUser, Mac Beta Beta
    I have the same question: two separate accounts?

    But that asked, related: I use the Action column to designate the method of a transaction in my credit card account such as, for example, PayPal, ApplePay, etc.
    You could also do this using Tags.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • dorbredorbre Member ✭✭
    No, I run all of my credit cards into one account labeled Credit Card. Its got the transactions from all of my different credit cards.
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