Credit Card Balance report (Q Mac)

pstarfam Member ✭✭
edited November 2022 in Reports (Mac)
Trying to figure out how to create a report showing my credit cards balance at the end of the month - over time. Is my balance going up or down? Thanks


  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Answer ✓
    Your credit card balance is the value reflected in a Net Worth report. So go to Reports > Net Worth > Net Worth by Month. Click Edit, and on the accounts tab, click Selected Accounts, and then select just your credit card accounts. Set the dater range for whatever period you want, such as Last 12 Months, and press OK. The report will show the balance of each credit card, and the total of all credit cards, monthly for the time period you selected.
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