I am using Personal Plus 2009. I have listed all transactions andcreated a file of all the transact

Chris65
Chris65 Member Posts: 2
I am using quicken Personal Plus 2009. I have listed all transactions from my bank accounts andcreated a file of all the transactions in my categories and want to create file summary how do I proceed

Comments

  • Luke
    Luke Moderator, Reckon Staff Posts: 221 Moderator Moderator
    edited August 2018
    Hi Chris,

    Thank you for your question.

    I'm little confused as to what you mean by you're wanting to create a file summary? Could you go into a little more detail as to what you're trying to achieve?

    Luke.
  • Chris65
    Chris65 Member Posts: 2
    edited January 2016

    Sorry Luke - I'm a bit confused too :)

    I enter all transactions from my bank statements into Reckon

    I then want get a summary of the transactions grouped in the various income and expense categories

    I know it is pretty simple thing to do - but I cant remember the procedure

    I hope that helps you

    Chris

  • Deny Dharmawan
    Deny Dharmawan Alumni Posts: 141
    edited August 2016

    Hi Chris,

    When you enter all the transactions from your bank statements, do you import QIF file?

    If yes, categories are not assigned to them. You will need to assign them manually. Click the drop down menu below the Payee field and select the correct category as shown below.

    image

    Regards

    Deny Dharmawan