"Splitting" Income by percentage

Toever
Toever Member
I would like a percent of all the Income to go to each of my 4 categories. Can this be done? If so, how?
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Answers

  • Quicken Jade
    Quicken Jade Moderator mod
    Hello @Toever, in individual transactions, or in memorized payees you can definitely break splits up by percentage! Here is how you would do this;

    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.

    Record a Split Transaction
    The percentage can be entered in the Amount field.

    Record a Split Transaction
    The percentage symbol is necessary when entering the percentage amount.

  • Toever
    Toever Member
    Thank you so much.
  • Quicken Jade
    Quicken Jade Moderator mod
    You're very welcome @Toever, thanks for participating in our community :smile:
    - Quicken Jade
  • TTSguy
    TTSguy Member ✭✭✭✭
    edited January 31
    Hi @Quicken Jade, how about explaining issues that are created in Quicken if you try to divide $99.33 up among 4 different categories. It's bound to happen, and maybe another post can be eliminated when it does.
    Quicken Windows Deluxe Subscription R40.21
     Only function used is register function and reports. NO, other Quicken functions or Sync being used. :*
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