Please enhance the split transaction screen

It would be really nice if you could enhance the split transaction screen:
1. Add Ability to reorder the items
2. Ability to clear just the values
5
5 votes

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Comments

  • NotACPA
    NotACPA SuperUser ✭✭✭✭
    re: 1, why doesn't a simple Cut & Paste work for you?
    re: 2, why doesn't a simple select and then hit the spacebar work for you?
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  • ssstike67
    ssstike67 Member ✭✭
    Thank you for the suggestions. In my case, i have a number of memorized bills that have many different categories . These bills come monthly. Each month the values are different. It would be nice to just press a button to clear the values, but keep the categorizes. As for sorting the items in the split: Copy/insert/paste/delete would work, but it would be simpler if you could just have a way to move the line items up and down the list.
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭
    @ssstike67 - Since your bills of interest recur monthly, you can set up Bill Reminders for them with split categories entered in the order you want them.  During the Reminder setup Quicken will enter category costs of $0.00 or you can enter whatever dollar values you want.  And you can enter a fixed total cost or let Quicken enter an estimated total cost based upon prior bills.  Quicken will retain the categories order in the split so it will always be the same from month-to-month.
    Then when you get the actual monthly bill you can enter the Reminder into your register and during this process you can change the split categories amounts (just click on the cost field and enter the new value) and "Adjust" the total amount to match the actual bill as needed.  As my wife says, "Easy, breezy."  This works really well for me.
    (QW Premier Subscription: R39.23 on Windows 10)
  • UKR
    UKR SuperUser ✭✭✭✭✭
    I was going to suggest using a memorized Transaction. Just like a Scheduled Reminder, it can do what you ask for.
    Just memorize a correctly categorized transaction, then locate it in Tools / Memorized Payee List. Edit the split category amounts down to 0, save the entry and enable the "Lock this entry" flag, to prevent it from ever being changed by a future transaction.
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭
    UKR said:
    I was going to suggest using a memorized Transaction. Just like a Scheduled Reminder, it can do what you ask for.
    Just memorize a correctly categorized transaction, then locate it in Tools / Memorized Payee List. Edit the split category amounts down to 0, save the entry and enable the "Lock this entry" flag, to prevent it from ever being changed by a future transaction.
    That's another good option.  I like the Bill Reminders better since these are recurring bills and then I can view them them in my register(s) and see the projected account balances.  But both options will work.  It's just a matter of personal preference as to which to use.
    (QW Premier Subscription: R39.23 on Windows 10)
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    ssstike67 said:
    but it would be simpler if you could just have a way to move the line items up and down the list.
    Maybe for you, but not for the programmer.  It would actually be quite a change to implement something like that.
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  • Hello All,

    This idea seems to have fallen stagnant and due to the age of the request and lack of user votes/comments, will be archived within the next 7 business days.

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  • volvogirl
    volvogirl SuperUser ✭✭✭✭
    This is an old post, but it seems to me you might be talking about splitting out monthly bills, like maybe credit card bills?  

    For Credit Cards or other monthly bills, you should not make a split transaction.  The proper way is to set up a separate ACCOUNT and enter the individual transactions 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.  Then your credit card account should match what you actually owe at any time.


    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.

  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited September 2021
    I think, the original idea has merit.
    ssstike67 said:
    It would be really nice if you could enhance the split transaction screen:
    1. Add Ability to reorder the items
    2. Ability to clear just the values
    Being able to reorder items in the Split transaction dialog, simply by dragging and dropping entire lines and/or by means of sorting by column header would be nice to have.
    Ditto, to set all amounts to $0.00 with a simple button click would also be nice to have.
    I vote for this to be forwarded to the programmers for consideration.

  • JT-Volt
    JT-Volt Member ✭✭
    > @UKR said:
    > I was going to suggest using a memorized Transaction. Just like a Scheduled Reminder, it can do what you ask for.
    > Just memorize a correctly categorized transaction, then locate it in Tools / Memorized Payee List. Edit the split category amounts down to 0, save the entry and enable the "Lock this entry" flag, to prevent it from ever being changed by a future transaction.

    I use the memorized transaction feature, but there is a big problem that hasn't been addressed in a few years.
    The issue that I find is the order of the categories will shift at random from month to month. I have 13 split lines when entering my paycheck, and it goes fast when they are in the same order as on paper, but they are a pain when they get jumbled out of order from one month to another.