Separate a Transaction with splits into multiple transactions

Bryan Cerutti

When I order multiple items from Amazon in 1 order, I enter it in Quicken as one credit card transaction with splits for each item in the order. If Amazon delivers each item at a different time they then charge my credit card for each separate delivery. I would like to select the split line in the original order and pull it out into a separate new transaction so I can match it to how Amazon charged my credit card.

Rocket J Squirrel

Amazon is certainly a pain with how they handle orders and transactions. The flip side of this idea would be to select multiple Quicken transactions with the same payee and combine them into a split.

Either one is too fundamental to risk trying.

volvogirl

Just thinking.......How about setting up a Amazon account like a credit card?  Then you can enter the individual items.  And when your credit card gets charged make it a transfer to the Amazon account.  

Jim_Harman

volvogirl said:

Just thinking.......How about setting up a Amazon account like a credit card?  Then you can enter the individual items.  And when your credit card gets charged make it a transfer to the Amazon account.  

This sounds like a good approach. One issue I have encountered with Amazon is that when I return something, they issue a credit to my Amazon account rather than a credit transaction back to my credit card. Then on subsequent purchases my credit card is charged less than the amount of the purchase, using up the credit. This makes it difficult to properly assign Categories to the credit card charges. 

With @volvogirl's approach, we could record the purchases and credits with the appropriate Categories in the virtual Amazon account in Quicken and the credit card charges as transfers to that account.

UKR

That's what I'm doing with Amazon transactions. Normally I record them directly into the credit card account register, but when an order is split into multiple shipments, I move the transaction to an interim Payables Account, for example:

When each shipment arrives, a memorized transaction ("partial shipment" in Memo text) is recorded, transferring the amount to my credit card account.

lmerry1

Since the major online retailers are making it ever easier to download purchase history it makes total sense that Quicken should have an "import online purchases" feature that is less onerous than having to split every payment entry.