quicken mac 2017 link credit card to old account

See How do I create a budget? for help with setting up a budget to monitor your spending. See How do I create a report or graph? for help with reporting your credit card expenses. You can also set up a budget to monitor your spending by category, if you like. For example, the Spending tab allows you to click through each transaction category to help you understand where your money is going, the income and expense by category report totals your spending and income by category, and the expense summary graph shows your spending for each expense category as a percentage of your total spending. Quicken automatically uses category information to create many different reports and graphs. Find out how you're using your credit cardsĬreate reports and graphs that show where you spent your money, including your credit card expenditures.

If you're using a Quicken Credit Card you can add your account and begin downloaded transactions right away. To get started, see downloading transactions for my account.

Use transaction download to automate all of your credit card transaction entries. If you use Direct Connect and your financial institution supports it, you can also transfer money between two online accounts at the same financial institution. Typically, when a credit card purchase is processed, you find out about it the next time you download transactions. Updating transactions and balances from your participating financial institution helps you save time and improve the accuracy of your record keeping. More information Save more time with transaction download How do I make a credit card account payment?.How do I enter a credit card transaction in a credit card account register?.How do I add a spending account (checking, savings, or credit card)?.It's usually best to start with the one you use most often. To do so, you need to add an account for each credit card that you track transactions for in Quicken. Just download the transactions and verify or assign categories as you accept them into your Quicken register. If your credit card company supports downloading transactions into Quicken, you may never have to enter your credit card transactions manually.

Quicken mac 2017 link credit card to old account