Credit Card Account - Transaction View in Register
I've just started using a Quicken credit card account (I've done two months thus far). I imported the February statement and then January. The transactions (including the payments) are listed by date but this view is confusing to review a particular statement within the credit card register. I then changed the sort to "By Order Entered" and this appears to list the transactions by statement/import. Since I did February before January this option has the most current transaction listed first (not good). Is there a sort/view option I’m missing? I know I can revisit the import sequence if important enough to me.
Note: On a different Quicken account, I did it manually (no import), I used the split transaction feature on the checking side and it was much cleaner to review per statement per payment transaction. But totally manual.
Thanks,
Answers
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You say that you imported "the statement". Did you actually download/import the TRANSACTIONS? Because a statement can't be used to populate the account register.
Q can attach the statement, but can't "read" it.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Downloaded transactions - timeframe by statement
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