How do I disable saving splits for certain transactions?

jborzellino

I've been wanting this to be fixed for a long time. When I go to the grocery store, I buy groceries and also often get cash back, but not always. When I do get cash back, I use a split transaction to keep track of how much was spent on groceries and how much was received in cash back. The current behavior in Quicken is that when I go to enter a new transaction at that grocery store, the previous values for groceries and cash back automatically fill the split transaction pane. I'd like this to never happen for my grocery store entries. I'd like the category "Groceries" to autofill, but not the cash back. If I have cash back, I will manually enter the split. Can this be done?

jacobs

Happily, yes!

All you need to do is create and lock a QuickFill rule:

• Go to Windows > Payees & Rules
• Click the QuickFill Rules tab
• Enter part of the Payee name in the Search box, to find the existing QuickFill Rule for this payee. Double click on the Payee name to edit it. Or, if one doesn't exist, click the + icon to create one.
• Fill in the Category, but nothing else
• Check the checkbox at the bottom to Lock this rule to prevent changes to it when editing a transaction. You can also check the other box to make this the default rule for this Payee
• Click Save

That's it! The next time -- and every time -- you enter the grocery store's name as the Payee, you'll get this QuickFill transaction with the category and nothing else. And if you add a split the next time, it will always go back to the locked rule the time after that. 

jacobs

Happily, yes!

All you need to do is create and lock a QuickFill rule:

• Go to Windows > Payees & Rules
• Click the QuickFill Rules tab
• Enter part of the Payee name in the Search box, to find the existing QuickFill Rule for this payee. Double click on the Payee name to edit it. Or, if one doesn't exist, click the + icon to create one.
• Fill in the Category, but nothing else
• Check the checkbox at the bottom to Lock this rule to prevent changes to it when editing a transaction. You can also check the other box to make this the default rule for this Payee
• Click Save

That's it! The next time -- and every time -- you enter the grocery store's name as the Payee, you'll get this QuickFill transaction with the category and nothing else. And if you add a split the next time, it will always go back to the locked rule the time after that. 

jborzellino

Perfect! Thank you.

jborzellino

Great tip! I'll give it a try. This issue has been bugging me for years. I should have been asking in this forum a long time ago!