Credit Card Utilization Displayed In Account Summary Report (+5 Merged Votes)

wood.brandon88
wood.brandon88 Member ✭✭
edited September 10 in Reports (Mac)

Is it possible to display calculation of Credit Card utilization percentages in the Account Summary report based on the Current Balance to Credit Limit ratio?

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  • RickO
    RickO SuperUser, Mac Beta Beta
    Each credit card account can display the remaining credit or credit limit at the top right of the register:



    It would be great if this would also display at the Credit Card group level (as long as all cards had their limits entered). It would also be great if the percentage utilization were displayed here for each card and at the group level.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • J. Holmes
    J. Holmes Member ✭✭✭✭
    edited July 2022
    For credit card accounts, add the ability to see credit utilization ratio and interest rate in the account header.  Or create a report with this info.  This info would be extremely helpful when trying to determine where to throw extra money each month.
  • J. Holmes
    J. Holmes Member ✭✭✭✭
    edited July 2022
    For credit card accounts, add the ability to see credit utilization ratio and interest rate in the account header.  Or create a report with this info.  This info would be extremely helpful when trying to determine where to throw extra money each month.
  • sid7hartha
    sid7hartha Member ✭✭
    I feel like there are a few similar requests, especially around credit utilization percentage in reports. This may be a more popular request that each individual post suggests. "Home" has a "Credit Card Utilization," but the percentage, which is perhaps the most important aspect, is missing. When "utilization" is considered for credit worthiness, the percentage is what matters.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    edited July 2022
    @sid7hartha There is one other Idea post I see regarding credit card utilization. [EDIT: Your post has now been merged into that one by a moderator, and the vote count has been updated to reflect this merge.]

    Quicken Mac Subscription • Quicken user since 1993
  • majorgear
    majorgear Member ✭✭

    I love this idea. Right now, I’m calculating my credit utilization history too see what my max percentage is.

    Why? So I know if I either need to calm down my spending or get more credit to keep the pct utilization below 30% .

    I pay my balances off in full each month, so this is effort is to protect my credit score from dropping.

  • JoeyMaggard
    JoeyMaggard Member ✭✭✭
    edited September 17

    My workaround for this shortcoming is to copy/paste the accounts summary report into a spreadsheet that calculates CC Utilization percentage for each account and a total CC Utilization for all accounts.

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