I'm using Quicken Deluxe 2013. Cannot figure out how to print the split, which is important to me because it is a shared credit card.
Any suggestions? Thanks in advance!
I'm using Quicken Deluxe 2013. Cannot figure out how to print the split, which is important to me because it is a shared credit card.
Any suggestions? Thanks in advance!
Many reports have an option to "Show splits".
You would most likely find that by opening the Customize screen, then looking for a checkbox on the "Display" tab.
Please note that reports that already segregate categories (e.g. Itemized Categories) would not have that option, since the splits would already be bucketed into different report groups.
do you mean just a single transaction - that was split ? and you want to print the line item details of that single transaction, so you and your split-ee can see how things work out on the CC...
Gary - tell me that the reason you want to see this is NOT because in a payment to your Credit Card provider you are listing within the split transaction the component purchases, right?
(Your use of the term 'shared credit card' worries me.)
Gary - tell me that the reason you want to see this is NOT because in a payment to your Credit Card provider you are listing within the split transaction the component purchases, right?
(Your use of the term 'shared credit card' worries me.)
===============================Right-clicked on a trx that has a split and chose Launch a Mini Report then Show Report. Then "customize" the Report to refine to the Date or Dates to the period you want and whatever else you want or don't want. A Date Options Dropdown should show upon Report Presentation and a Customize Option'll be on the top of the display somewhere. You then have a report that you can print or export or whatever. Geo.
Mu question has nothing to do with the fact that one or more people are 'sharing' the card. It had to do with a suspicion that he is using the split transaction payment to list all of the individual purchases that it pertains to. Which is a usage "no-no".
How he and his other shared members use the card is none of my business (of course, even if he is using quicken 'improperly' its none of my business, but I'd like to at least make sure of that as a helpful long time user.)
Mu question has nothing to do with the fact that one or more people are 'sharing' the card. It had to do with a suspicion that he is using the split transaction payment to list all of the individual purchases that it pertains to. Which is a usage "no-no".
I concur. I enter each credit card transaction individually, reconciling monthly. Why would anyone do otherwise? P.S. I do NOT trust downloads from ANY institution, when it comes to financial matters.
How he and his other shared members use the card is none of my business (of course, even if he is using quicken 'improperly' its none of my business, but I'd like to at least make sure of that as a helpful long time user.)
Your usage "no-no" is exactly what I do. Why is it a "no-no"?
As to the shared credit card, I share the card with someone who is the trustee of my estate, my health care agent, and whom I trust with my life.
I've been using Q for over 20 years and never saw this. Thank you so much for pointing it out and explaining it so clearly.
Gary wrote: ...
Yeah, I thought so.
When I say "no-no", I mean that there's a better, generally accepted, design-for, method.
(Caveat: ANYONE'S use of Q is up to their individual choice. What is good for one may not be good for the other, even if it flies in the face of what the majority of users do. So, don't take my questioning as any criticism...I only offer this in the spirit of allowing you to consider what others find useful, as is the generally accepted method.)
Saying that, look at:
At the end of the cycle, when you pay your bill, you can pay it using a single payment (say from your checking) and use the account category field to link the payment from your checking account against the credit card account.
Does this all make sense?
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