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How to Record a Credit Card Charge in Quicken 2012

Recording a credit card charge in Quicken 2012 is similar to recording a check or bank account withdrawal. For the sake of illustration, suppose that you charge $30.57 for dinner at your favorite Mexican restaurant. Here’s how you record this charge:

  1. Enter the charge date.

    Move the cursor to the Date field (if it isn’t already there) and type the date using the MM/DD format. For example, enter September 1, 2012, as 9/1. You usually don’t have to type the year because Quicken retrieves the current year number from the little clock inside your computer.

    Or, if you want, get crazy — click the box that remotely resembles a calendar at the end of the field, and Quicken displays a pop-up calendar from which you can select the appropriate month and day.

    Don’t bother with the Ref field. Quicken supplies it so that you can record the credit card reference number — a bit of data that’s usually about 20 characters long. You have better things to do with your time, however. So just skip the field.

  2. Record the name of the business you paid with a credit card.

    Move the cursor to the Payee field and type the name of the person or business you paid. If the restaurant is Florencia’s Cantina, for example, type Florencia’s Cantina into the Payee field.

  3. Enter the charge amount.

    Move the cursor to the Charge field and type the total charge amount — 30.57 in this example. Don’t type a dollar sign, but do type the period to indicate the decimal place and cents.

  4. Enter the category.

    Move the cursor to the Category field, open the drop-down list box, and select the appropriate category. You may categorize a restaurant charge as Food & Dining:Restaurants, for example, if you're using Quicken's suggested categories and subcategories.

  5. (Optional) Enter a memo description.

    Move the cursor to the Memo field and type the specific reason you’re charging the item, such as a special date with your spouse or an important business meeting. The Memo field — just so you know — appears only when the register display is set to Two-Line Display mode.

  6. Record the charge and click the Save button.

    Quicken beeps and then calculates both the new credit card balance and the remaining credit limit. Quicken then moves the cursor to the next slot in the register.

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