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You can memorize a transaction to use exact amounts or percentages. For example, if you wanted to split a utility bill between you and a roommate, you could have Quicken calculate the amounts for you each time you enter the utility bill.

  1. Open the account you want to use. In the register, enter the date and payee as usual.
  2. Enter the total amount of the transaction in the Payment or Deposit field.
  3. On the transaction toolbar, click the Split icon ().
  4. In the Split dialog, type or select a category for the first line item.
  5. In the Amount column, enter the appropriate percentage.
    • Tell me more about using the Split dialog
  6. Fill out as many split lines as you need.
  7. Enter a memo for each item. (Optional)
  8. Click OK to close the Split Transaction window.
  9. Click the Edit button, and choose Memorize payee.
  10. Click Yes to confirm that you want to memorize the payee with percentages.
  11. Click OK again to memorize the transaction.
  12. Click Save to record the transaction in the register.


To use a split transaction with percentages