Loan Split Transactions Uncategorized [Edited]

Garbech
Garbech Quicken Windows Subscription Member
edited March 2023 in Registers & Transactions (Windows)
I have a loan payment set up as a manual memorized split transaction. After recording this month's payment, the transaction is marked as "Uncategorized" and the split didn't happen. Since this split is tied to a loan, the amount of principal and interest change as payments are made.

1. How do I fix the uncategorized transaction split from this month?
2. How do I make sure this doesn't happen again next month?

Answers

  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭
    1. Edit the transaction to add the principal and interest split info.
    2. Ensure you are patched up to version 47.11.

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

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