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

Chris65

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

Luke

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

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

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.

Regards

Deny Dharmawan