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Month to date total spending on all credit card accounts

santoshamb

Hello,

Is it possible to see the total spending on all credit card accounts (or a breakdown by credit card account) from the beginning of the current month to the current date? I would like to use this to understand how much I have spend on credit cards in the current month. I'd like to be able to re-run the report each day and have it update with recent spending.

Thank you,

Ben

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Accepted answers

[Deleted User]

@santoshamb it looks like you are using Simplifi which is another Quicken product. Their community forum can be found here

https://community.simplifimoney.com/

All comments

[Deleted User]

[Deleted by QuickUserPSP - incorrect Quicken version noted]

Jon

Quicken Mac doesn't have a Banking -> Transaction menu. But you can edit most reports to include only the accounts you want. For example, if you want your credit card spending broken down by Category, run a Transactions By Category report, then click on the Edit button and on the Accounts tab select the "Selected Accounts" option. You can the select only your credit card accounts, and only transactions from those accounts will be shown. If you want spending broken down by credit card account, run the Transactions By Account report instead, and edit it the same way.

[Deleted User]

@Jon and @santoshamb My apologies - I didn't notice that the question was for Quicken Mac.

jacobs

If I correctly understand what you're asking for, this should be easy to create.

Go to Reports
Click New
Click Summary
Select Row=Category and Column=Account
Click Continue to Customize
For Date Range, select Month to Date
Click on the Accounts tab
Click the radio button for Selected accounts
Click Clear All
Scroll to find the Credit Card group heading, and check that box
Click OK

The resulting report will show categories going down, and each credit card account in its own column — with a total for each credit card at the bottom of each column.

If you don't care about all the category detail, click View > Collapse All and you'll have a simple one-line report with the total spending per account, month-to-date.

Click the red close button on the report window, and choose Save as a new custom report, name it, and click Save. Now you can re-generate this report at any time by selecting it from Reports > My Reports or Reports > Recently Opened.

santoshamb

Hello,

Thanks everyone for your replies! I'm sorry I am new to Quicken and I was confused about what version I'm using. I'm not using Quicken for Mac. I have a Mac, but I'm using Quicken through the web browser (e.g. at app.simplifimoney.com). I looked at all of the suggestions and these features don't seem to be available to me. Is it possible to get a month-to-current-date summary of all credit card spending using the web application? Or do I need to upgrade to a different version?

[Deleted User]

@santoshamb it looks like you are using Simplifi which is another Quicken product. Their community forum can be found here

https://community.simplifimoney.com/

jacobs

@santoshamb Quicken Simplifi (web-only) and Quicken Classic (desktop based software) are two different products. I don't think you can "update" from Simplifi to Classic.

Unfortunately most of us here who have used Quicken Classic for many years know little to nothing about what can be done and how to do it in Simplifi, so you'll need to reach out to users in that community forum.

[Deleted User]

@santoshamb I would first reach out the Simplifi Community form before making any decision to upgrade. Keep in mind that moving from Simplifi to Quicken is not an upgrade per se. You would be purchasing a new product and thus end up with two active subscriptions, unless you are able return Simplifi if you recently purchased it within the trial period.

santoshamb

Thank everyone, I will check with the Simplifi community. If I switch over to Quicken for Mac this information will be really helpful!