Account graph

I am running Quicken version R36.38.
How can I create an line graph showing a credit card account balance?

Thank you,
CCPJR

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Select Reports > Graphs > Account Balances, press Alt + C, select the Accounts tab, choose Selected Accounts, select Clear All, check the desired account, select OK, and select the desired interval from the pull-down menu.
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi @ccpjr,

    You can use the "Account Balances" report to produce the graph you seek.  Here are the steps:

    1) Go to "Reports" > Net Worth and Balances" > "Account Balances";
    2) Click on the "Gear" icon in the upper-right, and make the following adjustments to various settings:
         a) For the "Date Range" - select whatever time frame you want to see;
         b) For the "Display" tab - set the "Interval" using the drop-down menu;
         c) For the "Accounts" tab - click the "Selected Accounts" button, then click the "Clear All" button and      finally chose the account (or accounts) you want to see in the graph by clicking the box next to the account's name;
    3) Click "OK"

    This will produce both the graph and a report below it.  If you only want to see the graph- simply click on the "Hide Report" button in the upper-right.

    Let me know of you have any followups.

    Frankx

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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Or you may be able to save a few steps by selecting the account then clicking the gear at the top right and selecting Account Overview. This shows a monthly graph of the account balance and you can set the date range by clicking the gear at the top right of the graph.

    For more customization options and to print or export, click the Net Worth Summary Report button.

    Quicken does bar graphs, not line graphs.
    QWin Premier subscription
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi @Jim_Harman

    I think the name for the type of graph that Quicken produces - under the directions provided above - is actually known as a "Bar and Line Graph" since it has the line at the top, showing the trend of the account balance.

    Frankx

                      Quicken H&B-Subscription Ver. 34.24 - Windows 10-Home Version
                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -