Report by Credit Card Cycle

QuickAlex
QuickAlex Quicken Windows Subscription Member ✭✭
edited August 16 in Reports (Windows)

My credit card cycle runs from the 6th of the month to the 5th of the next month.

For example, my current credit card bill is for purchases from June 6th to July 5th.

I would like to be able to run a report so that each column would be credit card cycle.

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Comments

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I can understand why this might be useful, but there are complications when cycles begin or end on the 29th, 30th, or 31st of a month, and sometimes if the cycle begins or ends on a weekend or holiday.

    How do you think the report should handle these situations?

    QWin Premier subscription
  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    As currently programmed, there is no such capability.

    Seems to me there could also be questions about transaction date vs posted date or cleared date. Such a report would likely be seen as applicable to either bank accounts and credit card accounts and different expectations could apply.

  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭

    I suppose if you were especially determined to group transactions by credit card cycle you could use Tags.

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

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