Quite new to credit card transactions
Best Answer
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Are you new to Quicken for Windows?
Welcome.
Please read this for more information, some videos and a list of resources to help familiarize yourself with Quicken:
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https://www.quicken.com/complete-guide-getting-started-quicken-2018-windowsHelp! (Quicken for Windows)
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5
Answers
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Well, you need to start by separating that jumbled account into 1 Quicken account per card (unless you share a card with a spouse/etc).Then, you either download or manually input succeeding transactions into the respective, and proper, accounts.Lastly, a Payment to any of those newly created credit card accounts is effected by a Transfer of funds from your checking account to the proper card account.Reconciling, after that, should be quite simple.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Are you new to Quicken for Windows?
Welcome.
Please read this for more information, some videos and a list of resources to help familiarize yourself with Quicken:
https://www.quicken.com/quicken-tips
https://www.quicken.com/complete-guide-getting-started-quicken-2018-windowsHelp! (Quicken for Windows)
If you're unsure on how to do something, you can find more information about a specific task, function, feature or report in Quicken Help.
To access Quicken Help simply press the F1 key from anywhere in Quicken (or click Help in the Menu bar, then click Quicken Help).
Use the Contents tab to see the available books in Quicken Help. Click on one of the books to open it. Click on a chapter to drill down to more details.
Or use the Search tab to search using keywords, e.g., "buy security".
Some Quicken view screens may have a blue (or yellow) button with a question mark. Click it to get view - specific help.
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How are you getting those CC transactions entered into Quicken...As mentioned - the proper way is to always setup Quicken with a separate account for each banking or CC account. Then, the bank/CC account is linked to their respresentative Quicken account. Next, you can use Quicken One Step Update to download transactions and ending balances. Lastly, you can then Reconcile each Quicken account with the data downloading - including the ending balance.
QWin - R54.16 - Win10
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