The best way to handle your credit cards in Quicken is to create a different account for each credit card. You'll enter each transaction into the account register, and you'll be able to see the current balance and reconcile the account with your credit card statement. First, you'll need to create a credit card account for each of the credit cards that you want to track. See Chapter 2 if you need help creating the accounts. Once you have your credit card accounts set up, you can enter transactions from your paper statement. Display the credit card account register by clicking the account in the Account Bar (Windows) or by choosing Lists > Registers > [ Credit card account name ] (Mac).
Enter the date, then press the Tab key to get to the Payee field (the Ref # field is usually not used; you might see something in it if you download your credit card statement). Enter the payee. Next, enter the charge amount. Assign a category to the transaction by typing it into the Category field. Optionally, enter a memo about the transaction. Click Enter (Record). |