Split transactions are used to assign multiple categories to a single transaction. This is often used when shopping, for example, if purchasing both Groceries and Personal Care items at the same store. This can be very important when maintaining a budget or just to accurately track your spending.
To record a split transaction
- Double-click the Category field for the transaction you wish to split.
- Click the Category icon.
- Click Split.
- In the Split Transaction dialog, enter (or edit) the category, tag (optional), and amount for each individual item on a separate line.
- What can I do here?
- Click Edit and choose Insert to add a line above the selected line.
- Click Edit and choose Delete to remove a split line.
- 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.
- 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.
- Click OK to close the Split Transaction dialog.
Tip
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.