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Quicken Classic for Mac
Paying Bills, eBills & Scheduled Transactions (Mac)
Quicken is automatically splitting transactions from some payees. How do I make it stop?
Mike13
Transactions are uploaded to Quicken Mac. However, Quicken is splitting transactions for some payees (Home Depot, Lowes, Walmart). The splits are incorrect and a mess. Why is this happening and how do I stop it?
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Accepted answers
Quicken Anja
Hello
@Mike
,
Thank you for reaching out to the Community with your issue, though I am sorry to hear that you are experiencing this.
It sounds like this is happening because it might have gotten saved that way in your QuickFill Rules (possibly from a previous transaction that was a split).
You can check by going to--
Window
Payees and Rules
QuickFill
tab
In the
QuickFill
tab you can search the payee(s) and see if they are saved with the split categories you are seeing. If so, you can delete it (
this only deletes the rule and not the payee
) or edit it.
Hope this helps!
-Quicken Anja
All comments
Quicken Anja
Hello
@Mike
,
Thank you for reaching out to the Community with your issue, though I am sorry to hear that you are experiencing this.
It sounds like this is happening because it might have gotten saved that way in your QuickFill Rules (possibly from a previous transaction that was a split).
You can check by going to--
Window
Payees and Rules
QuickFill
tab
In the
QuickFill
tab you can search the payee(s) and see if they are saved with the split categories you are seeing. If so, you can delete it (
this only deletes the rule and not the payee
) or edit it.
Hope this helps!
-Quicken Anja
Mike13
I'm trying it out. Thank you for the help.
Quicken Anja
No problem! Let us know if you still have trouble.
jacobs
@Mike
The Quicken Mac product manager has indicated they plan to add the ability to "lock" a QuickFill rule in an upcoming release. So you could have a rule for Home Depot locked with no category and no splits, and you'd make those edits from scratch on each subsequent transaction without those plots then applying to future transactions.
Mike13
Thank you Jacobs for the feedback.
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