building a custom report
I made an error when I set up a new credit card. I have a Delta American Express, and a US Bank American Express. When I downloaded the transactions some of the Delta American Express transactions actually went into the US bank account and vice versa.
I now have it fixed but would like to create a report of the 2 credit cards so I can delete the ones that are duplicate. Is that possible?
Best Answer
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You can create a Transaction report by going to Reports > Banking > Transaction. Then customize it to select the two credit card accounts. When it opens you can then set the sort at the top of the report to "Date/Account". If you have transactions duplicated within the two accounts this may help you identify the duplicates.
Quicken Windows user since 1993.
1
Answers
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Go to the CC register, click on gear icon, click on more reports, click on register report, it should show all transactions
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You can create a Transaction report by going to Reports > Banking > Transaction. Then customize it to select the two credit card accounts. When it opens you can then set the sort at the top of the report to "Date/Account". If you have transactions duplicated within the two accounts this may help you identify the duplicates.
Quicken Windows user since 1993.
1 -
Thank you, I believe this is what I need. However can you help me a bit more? I have followed reports/banking/transactions/ and customize report. Specifically - how do I select the 2 credit cards I need ? I see an entire list of all my Payees - but not sure the process of selecting the 2 that I need? I appreciate your help!
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Click the gear and go to the accounts tab and select only those two accounts
Quicken Windows user since 1993.
0