How can I download the transactions from credit cards

cherry daniel

I have 5 cards I would like to download into Quicken..chase bank (2 cards), citibank, wells fargo, and capital 1 How do I start?

Jim_Harman

Go to Tools > Add account and follow the instructions.

When the transactions download, assign them Categories just the way you would for a checking account.

The account balance will normally be negative (red). Charges make the balance more negative. Payments to the account make it less negative.

When you pay the credit card bill, record it as a Transfer from your checking account to the credit card account.

Jim_Harman

Go to Tools > Add account and follow the instructions.

When the transactions download, assign them Categories just the way you would for a checking account.

The account balance will normally be negative (red). Charges make the balance more negative. Payments to the account make it less negative.

When you pay the credit card bill, record it as a Transfer from your checking account to the credit card account.

cherry daniel

That is amazing… thanks so much!!