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Subject Author Date
How to itemize data from credit card information rjberb 02-07-2008
Posted by rjberb on February 7, 2008, 7:15 pm
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 I use credit cards for nearly all of my living expenses. How do I take
the detailed credit card transaction data and summarize it in a a few
major categories such as meals, groceries, clothing etc?

Thanks

RJB

Posted by GSalisbury on February 7, 2008, 7:26 pm
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>I use credit cards for nearly all of my living expenses. How do I take
> the detailed credit card transaction data and summarize it in a a few
> major categories such as meals, groceries, clothing etc?
>
> Thanks
>
> RJB
ummmm
perhaps as each detailed credit card transaction is entered assign it a
major category such as meals, groceries, clothing etc and then run various
reports on the categories maybe?



Posted by Laura on February 7, 2008, 7:34 pm
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>I use credit cards for nearly all of my living expenses. How do I take
> the detailed credit card transaction data and summarize it in a a few
> major categories such as meals, groceries, clothing etc?
>
> Thanks
>
> RJB

If you are NOT downloading the transactions into Quicken then use Excel to
summarize your data. Use rows to represent the various categories you want
to report and just enter the amounts in the cells. Then post the totals
using the split feature for your payment to the credit card company.


Posted by Andrew on February 7, 2008, 7:36 pm
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rjberb wrote:
> I use credit cards for nearly all of my living expenses. How do I take
> the detailed credit card transaction data and summarize it in a a few
> major categories such as meals, groceries, clothing etc?
>
> Thanks
>
> RJB

Google with "quicken credit card transactions categories" as a search
argument and read John Pollard's post on Feb 24 2002, for example.
This question comes up about once every two months....

--
-------------------------------------------------------------
Regards -

- Andrew



Posted by speedlever on February 9, 2008, 9:05 am
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> quicken credit card transactions categories

Here's the post referenced:
http://tinyurl.com/2jrklz


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