How to create a spending report per credit card

Adventurer
Adventurer Quicken Windows Subscription Member ✭✭
edited September 15 in Reports (Windows)

I have multiple credit cards and I need to transfer the total spending per bill period - per category to my business accounting program. ie.

Discover Card - I have categorized the all the expenses ( charges ) for the month and I need to have the total for each category ( gas, materials, travel, food, etc ) so that I can enter those totals into my Quickbooks program for my business.

I can see category reports, but it totals ALL expenses for the time period that I enter ( all credit cards, checking accounts, etc ) ie. May 20 - June 19. I need to be able to just have the totals per each financial account ( by each credit card, checking account, etc )

How do I accomplish this ?

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Answers

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

    Just click the "gear" to customize the report. Then go to the Accounts tab and select just the credit card account that you want (hit "clear all" first to clear all of the other accounts out). Click Ok and you will get the report for that card. You can then save a copy of the report for that card if you wish. Repeat the process for each card or checking account that you want.

    Quicken Windows user since 1993.

  • [Deleted User]
    [Deleted User]

    @Adventurer have you tried a Banking Summary Report? You can create a summary with customized columns and rows, for a designated time period. Rows could be expenses, and columns could be accounts. You can play around with the settings to see what table format works best for what you need. You can also export the report to Excel if you need.

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