building a custom report

sheria
sheria Quicken Windows Subscription Member ✭✭
edited April 2024 in Reports (Windows)

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

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

    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.

Answers

  • Richard Schreyer
    Richard Schreyer Quicken Windows Subscription Member, Windows Beta Beta

    Go to the CC register, click on gear icon, click on more reports, click on register report, it should show all transactions

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

    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.

  • sheria
    sheria Quicken Windows Subscription Member ✭✭

    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!

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Click the gear and go to the accounts tab and select only those two accounts

    Quicken Windows user since 1993.

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