Tell me about tracking credit cards


If your credit card company supports downloading transactions into Quicken, you may never have to enter your credit card transactions manually. Just download the transactions and verify or assign categories as you accept them into your Quicken register. To do so, you need to add an account for each credit card that you track transactions for in Quicken. It's usually best to start with the one you use most often.

What can I do?

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  • Find out how you're using your credit cards
    Create reports and graphs that show where you spent your money, including your credit card expenditures. Quicken automatically uses category information to create many different reports and graphs. 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. You can also set up a budget to monitor your spending by category, if you like.  

    See How do I create a report or graph? for help with reporting your credit card expenses. See How do I create a budget? for help with setting up a budget to monitor your spending.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.