what if I have a credit card that issues different card

Jimmy056
Jimmy056 I do not have Quicken yet Member
I have 2 credit cards that issued my wife and I our own numbers so we could track purchases together but separately

Best Answer

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited July 2021 Answer ✓
    I think it boils down to whether 1) you have one account with two different credit card numbers linked to it (like @NotACPA 's situation and my Citi Costco Visa situation) or 2) you have two different credit card accounts that online are linked together in one online account.
    If you have a #1 situation you will most likely get only one credit card account (that of the primary card holder) showing up in Quicken and all of the transactions from both of us download into that single account.  (In the case of my Costco Visa, the transactions downloaded show in the Memo field which of us made the purchase.)
    If you have a #2 situation you will most likely get two credit card accounts showing up in Quicken because they really are two separate accounts.

    Quicken Classic Premier (US) Subscription: R60.15 on Windows 11 Home

Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    What is it that you want to know?

    Quicken Classic Premier (US) Subscription: R60.15 on Windows 11 Home

  • Mark1104
    Mark1104 Member ✭✭✭✭
    @Jimmy056 - just set up two accounts in Quicken and link each card to each account.  If you are asking how to link both cards to one account in Quicken, I don't believe that is possible. 
  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    My AA Mastercard has the same situation ... 1 account (1 bill) but 2 cards with different numbers.
    I've setup MY card for download into Q ... and ALL transactions for both cards are downloaded.
    What you might need to do is to record the transactions manually, before they download, and use TAGS to identify which card.
    If you set up BOTH cards in Q, you'll probably get everything downloaded twice.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited July 2021 Answer ✓
    I think it boils down to whether 1) you have one account with two different credit card numbers linked to it (like @NotACPA 's situation and my Citi Costco Visa situation) or 2) you have two different credit card accounts that online are linked together in one online account.
    If you have a #1 situation you will most likely get only one credit card account (that of the primary card holder) showing up in Quicken and all of the transactions from both of us download into that single account.  (In the case of my Costco Visa, the transactions downloaded show in the Memo field which of us made the purchase.)
    If you have a #2 situation you will most likely get two credit card accounts showing up in Quicken because they really are two separate accounts.

    Quicken Classic Premier (US) Subscription: R60.15 on Windows 11 Home

  • Jimmy056
    Jimmy056 I do not have Quicken yet Member
    Thank you for comments, I believe that I will have to manually fix these for right now. Or maybe remove one of the accounts as they double show debt I do not have. Thank You again