Record a Split Transaction

Product Version
Windows
64 people found this helpful

Overview

If a transaction can be assigned more than one category, it's a split transaction. Splitting a transaction helps you track spending more accurately.

Instructions

  1. Open the account you want to use.
  2. In the register, click the transaction you want to categorize.
  3. On the transaction toolbar, click the Split icon.

Record a Split Transaction

  1. In the Split Transaction dialog, enter (or edit) the category, tag (optional), and amount for each individual item on a separate line.

Record a Split Transaction

What can I do here?

Record a Split Transaction

  • Click Edit and choose Insert to add a line above the selected line.
  • Click Edit and choose Delete to remove a split line.

Record a Split Transaction

  • Click Clear All to erase all split lines.
  • Click Add lines to create additional lines in the Split Transaction dialog. You can incrementally add up to 250 split items per transaction.
  1. As necessary, adjust the individual line amounts. (Optional)

Tell me more

As you enter a split transaction, the Transaction Total may no longer match the Split Total. Quicken displays the difference between the two amounts -- the leftover amount -- below the last split line. There are a few ways to handle this difference, depending on your situation:

  • Change the amounts in the split lines so that the Split Total is equal to the Transaction Total.
  • Click Adjust to change the Transaction Total to equal the Split Total.
  • Click Edit and choose Apply remainder to current line to absorb any remainder amount into the selected split line.
  • Click Edit and choose Allocate this line to other split lines to distribute the amount of the selected split line among all other split lines.
  • Click Allocate to distribute any leftover amount among all other split lines.
  1. Click OK to close the Split Transaction dialog.
  2. On the transaction toolbar, click Save to enter the transaction into the register (unless you've enabled the register preference Automatically Enter Split Data)

Other

Using percentages to split transactions

You can assign percentages to the line items in a split transaction. For example, if the transaction total is $100, and you want to split that amount evenly between two categories, you can enter 50% as the "amount" for each category.

Record a Split Transaction
The percentage can be entered in the Amount field.

Record a Split Transaction
The percentage symbol is necessary when entering the percentage amount.

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