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How can I print the detail of a split transaction?
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Gary
Sep 18, 2014, 10:10:20 AM9/18/14
to
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!
split, which is important to me because it is a shared credit card.
Any suggestions? Thanks in advance!
bartt....@gmail.com
Sep 18, 2014, 11:19:04 AM9/18/14
to
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.
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.
ps56k
Sep 18, 2014, 3:40:13 PM9/18/14
to
"Gary" <gar...@hotmail.com> wrote in message
news:541ae7cc$0$54589$c3e8da3$fdf4...@news.astraweb.com...
> I'm using Quicken Deluxe 2013. Cannot figure out how to print the split,
> which is important to me because it is a shared credit card.
>
> Any suggestions? Thanks in advance!
>
do you mean just a single transaction - that was split ?
> which is important to me because it is a shared credit card.
>
> Any suggestions? Thanks in advance!
>
and you want to print the line item details of that single transaction,
so you and your split-ee can see how things work out on the CC...
Andrew
Sep 24, 2014, 8:56:09 PM9/24/14
to
payment to your Credit Card provider you are listing within the split
transaction the component purchases, right?
(Your use of the term 'shared credit card' worries me.)
--
-------------------------------------------------------------
Regards -
- Andrew
Sharx35
Sep 25, 2014, 4:17:20 AM9/25/14
to
"Andrew" wrote in message news:IKJUv.288565$Y4.2...@fx24.iad...
--------------------------------------------------------------------------------
Not sure exactly what Gary means BUT some people, EVEN THOUGH MARRIED,
obsess about their INDIVIDUAL money, missing the
fact that since they are married, their funds should all be comingled--no
longer YOU or ME..it is now US!
Not sure exactly what Gary means BUT some people, EVEN THOUGH MARRIED,
obsess about their INDIVIDUAL money, missing the
fact that since they are married, their funds should all be comingled--no
longer YOU or ME..it is now US!
GSalisbury
Sep 25, 2014, 8:28:38 AM9/25/14
to
"Andrew" <And...@invalid.com> wrote in message
news:IKJUv.288565$Y4.2...@fx24.iad...
> Gary wrote:
>> I'm using Quicken Deluxe 2013. Cannot figure out how to print the
>> split, which is important to me because it is a shared credit card.
>>
>> Any suggestions? Thanks in advance!
>>
================================
>> I'm using Quicken Deluxe 2013. Cannot figure out how to print the
>> split, which is important to me because it is a shared credit card.
>>
>> Any suggestions? Thanks in advance!
>>
Right-clicked on a trx that has a split and chose Launch a Mini Report then
Show Report.
Then "customize" the Report to refine to the Date or Dates to the period you
want and whatever else you want or don't want.
A Date Options Dropdown should show upon Report Presentation and a Customize
Option'll be on the top of the display somewhere.
You then have a report that you can print or export or whatever.
Geo.
Andrew
Sep 25, 2014, 8:41:25 AM9/25/14
to
Sharx35 wrote:
> "Andrew" wrote in message news:IKJUv.288565$Y4.2...@fx24.iad...
>
> Gary wrote:
>> 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!
>>
>
> 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.)
>
Mu question has nothing to do with the fact that one or more people are
> "Andrew" wrote in message news:IKJUv.288565$Y4.2...@fx24.iad...
>
> Gary wrote:
>> I'm using Quicken Deluxe 2013. Cannot figure out how to print the
>> split, which is important to me because it is a shared credit card.
>>
>> Any suggestions? Thanks in advance!
>>
>
> Gary - tell me that the reason you want to see this is NOT because in a
> payment to your Credit Card provider you are listing within the split
> transaction the component purchases, right?
>
> (Your use of the term 'shared credit card' worries me.)
>
'sharing' the card. It had to do with a suspicion that he is using the
split transaction payment to list all of the individual purchases that
it pertains to. Which is a usage "no-no".
How he and his other shared members use the card is none of my business
(of course, even if he is using quicken 'improperly' its none of my
business, but I'd like to at least make sure of that as a helpful long
time user.)
Sharx35
Sep 25, 2014, 9:54:59 PM9/25/14
to
"Andrew" wrote in message news:U3UUv.382016$Vw1....@fx27.iad...
Sharx35 wrote:
> "Andrew" wrote in message news:IKJUv.288565$Y4.2...@fx24.iad...
>
> Gary wrote:
>> I'm using Quicken Deluxe 2013. Cannot figure out how to print the
>> split, which is important to me because it is a shared credit card.
>>
>> Any suggestions? Thanks in advance!
>>
>
> Gary - tell me that the reason you want to see this is NOT because in a
> payment to your Credit Card provider you are listing within the split
> transaction the component purchases, right?
>
> (Your use of the term 'shared credit card' worries me.)
>
Mu question has nothing to do with the fact that one or more people are
'sharing' the card. It had to do with a suspicion that he is using the
split transaction payment to list all of the individual purchases that
it pertains to. Which is a usage "no-no".
I concur. I enter each credit card transaction individually, reconciling
monthly. Why would anyone do otherwise?
P.S. I do NOT trust downloads from ANY institution, when it comes to
financial matters.
How he and his other shared members use the card is none of my business
(of course, even if he is using quicken 'improperly' its none of my
business, but I'd like to at least make sure of that as a helpful long
time user.)
--
-------------------------------------------------------------
Regards -
- Andrew
--------------------------------------------------------------------------------
Sharx35 wrote:
> "Andrew" wrote in message news:IKJUv.288565$Y4.2...@fx24.iad...
>
> Gary wrote:
>> 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!
>>
>
> 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.)
>
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".
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.)
--
-------------------------------------------------------------
Regards -
- Andrew
Gary
Sep 27, 2014, 3:33:59 AM9/27/14
to
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.
Gary
Sep 27, 2014, 3:41:51 AM9/27/14
to
much for pointing it out and explaining it so clearly.
Andrew
Sep 27, 2014, 10:27:11 AM9/27/14
to
Gary wrote:
...
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:
http://quicken.intuit.com/support/help/how-to-entering-credit-card-transactions/GEN82333.html
The basic idea Gary (hopefully that's you, I cut out a lot of the quoted
post to get to the quick) is that you enter each SPENDING (eg: charge)
transaction individually in the credit card register line by line AS YOU
OCCUR THE CHARGES. This way, you have a running total of your
outstanding credit balance, you can split individual purchases at a
single vendor, your can run accurate and more detailed reports, you
don't run the risk out running out of split lines in a transaction (I
think the limit is 30). etc.
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?
...
>
> Your usage "no-no" is exactly what I do. Why is it a "no-no"?
>
Yeah, I thought so.
> Your usage "no-no" is exactly what I do. Why is it a "no-no"?
>
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:
http://quicken.intuit.com/support/help/how-to-entering-credit-card-transactions/GEN82333.html
The basic idea Gary (hopefully that's you, I cut out a lot of the quoted
post to get to the quick) is that you enter each SPENDING (eg: charge)
transaction individually in the credit card register line by line AS YOU
OCCUR THE CHARGES. This way, you have a running total of your
outstanding credit balance, you can split individual purchases at a
single vendor, your can run accurate and more detailed reports, you
don't run the risk out running out of split lines in a transaction (I
think the limit is 30). etc.
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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