Importing transactions with split transactions
robdaa
Quicken Windows Subscription Member ✭✭
Greetings.
My pay stubs have 11 split transactions. I have 2 years of downloaded transactions from my bank. For each one, I must add each of the 11 split transactions per my pay stub and save (thus accepting). I have this data in Excel already and can/will format it in any way needed to import so that the newly imported transactions with "match" with what has been downloaded (so I'm not doing this in the register manually 50+ times). Q: Is this possible?
My pay stubs have 11 split transactions. I have 2 years of downloaded transactions from my bank. For each one, I must add each of the 11 split transactions per my pay stub and save (thus accepting). I have this data in Excel already and can/will format it in any way needed to import so that the newly imported transactions with "match" with what has been downloaded (so I'm not doing this in the register manually 50+ times). Q: Is this possible?
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I have a screen shot and a FAQ on how to include it here (below) but can't figure out how to do it. Are screen shots not allowed anymore?
https://community.quicken.com/discussion/7867159/faq-how-do-i-post-a-screenshot-in-the-community-from-windows0 -
robdaa said:I have a screen shot and a FAQ on how to include it here (below) but can't figure out how to do it. Are screen shots not allowed anymore?
https://community.quicken.com/discussion/7867159/faq-how-do-i-post-a-screenshot-in-the-community-from-windows
I am sorry about this problem with importing and with split transactions. Thank you for reaching out about this here on the Quicken Community.
You can follow the steps explained in this FAQ in order to do this. Also note that you may drag and drop your images into your comment in order to submit images, as well.
I hope that is helpful.
Thank you,
Quicken Jared0 -
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