How do I get split transactions to carry over to new payments from the prior payments?

I've been using Quicken for a long time. For some (older) payees the split breakdown carries over month-to-month, but for other (newer) payees I have to enter the categories each time. Did something change in a newer version. I can't find a preference that would control this.

Answers

  • NotACPANotACPA SuperUser ✭✭✭✭✭
    Have you memorized, in Q, those newer payees with the split transactions?
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • ValderiValderi Member ✭✭✭✭
    Try to erase or edit payees in your "payees list" in "Tools" tab.
  • volvogirlvolvogirl SuperUser ✭✭✭✭
    May I ask what payment you are splitting?  If it is for a credit card payment there is a better way and you should not be splitting the payment from your checking account.
  • fadoughertyfadougherty Member ✭✭
    Yes, credit card payment. Some of the categories apply every month and others are less frequent. Some amounts are the same each month and some vary. What I want is to keep at set of categories every month and carry over the amounts. Then I change the amounts when needed for a particular month. Some of my payees work this way and some don't. I don't know how I wound up with the variation.
  • volvogirlvolvogirl SuperUser ✭✭✭✭

    Just in case you are doing it the wrong way,

    The proper way is to set up a credit card ACCOUNT and enter the charges into it when the purchase is made and assigning it to a category. Then when you pay the bill you TRANSFER the payment from your checking account to the credit card account. Then when you download the payment from the bank you match it to the one you already entered.


    When you enter the payment in your checking account you put the credit card account name in for the category using square brackets around the name to indicate it is a transfer...like this… [credit card] or newer versions have a Transfer column.


    I used to do it the wrong way for years!  Then I wised up and now enter them properly. I would split my credit card payment into all the categories on one transaction in my checking account. And since I always pay more than the bill I would need to figure the difference and put it to another category.  But then I needed to have them entered on the date the charges actually happened. So I finally set up a credit card account. It makes it much easier to enter and balance!

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