This help is only for the Canadian version of Quicken for Windows. For the US version, see Quicken Windows Help.
What about one transaction that includes several types of purchases? Or a home loan payment, where part goes to principal and part to interest? Just click Split and enter the transaction detail.
To assign a category to a transaction
To enter or edit a transaction with multiple categories (a split transaction)
Can I categorize investment transactions?
For investment transactions, the Category field only appears in the transaction entry/edit dialogue when it's applicable (for example, for cheques you write from the cash management portion of your brokerage account). The field doesn’t appear in the dialogue if categories don’t apply to the transaction type.
Tell me more about categorizing transactions in my register
Quicken reminds you to enter a category whenever you leave one out. (You can change this behavior by choosing Edit menu > Preferences > Notify.) If you don't assign a category, Quicken marks the transaction as Uncategorized in reports and graphs. If you see these labels when you've assigned categories to all transactions, it may be because for a particular category you sometimes add a subcategory and sometimes you don't. To find uncategorized transactions and assign categories to them, click the Home tab and take a look at the See Where Your Money Goes section.
Can I automatically assign a category based on the transaction's payee?
Yes. When you download a transaction from your financial institution, Quicken tries to automatically categorize it based on a database of payee merchant codes. If you don't download transactions or if the categories Quicken suggests don't meet your needs, you can memorize the payee and associate it with related transaction information such as a category, amount, method of payment, and so on.
How can I remove split information from a register transaction?
To clear all split lines in a register transaction, click the X button—to the right of Split—in the Category field. You can then assign a new category to the transaction.