How can I download the transactions from credit cards

cherry daniel
cherry daniel Quicken Windows Subscription Member

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?

Best Answer

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    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.

    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    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.

    QWin Premier subscription
  • cherry daniel
    cherry daniel Quicken Windows Subscription Member

    That is amazing… thanks so much!!

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