Bug with Credit Card Entries That Have Many Split Lines?

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I'm experiencing an issue in Quicken, in which the software is somehow altering credit card entries with multiple split lines. I've found several related discussions that have occurred within the community in the past, though none of them seems to address this bug specifically.

I notice the problem after I enter each component transaction into its own split line, then later exit Quicken, and then re-open Quicken later in the day (or a day or two later). When I go back to that entry, some split lines have been repeated, other lines have been re-ordered, and the total $$$ amount has changed (invariably resulting in an uncategorized credit or debit that was not there before).

I am using Quicken Classic Premier for Windows 10, Version R56.9, Build 27.1.56.9

Thanks in advance for any guidance.

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  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
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    How are you entering the credit card entries? Are you splitting out the credit card bill in your checking account when you pay it? That's not the right way to enter it. Don't know if this is causing your problem but it should help……

    The proper way is to set up a credit card ACCOUNT and enter the charges into it when the purchase is made and assigning it to a category. Then when you pay the credit card bill you TRANSFER the payment from your checking account to the credit card account (not a category). Then if or when you download the payment from the bank you match it to the one you already entered.

    When you enter the payment in your checking account you put the credit card account name in for the category using square brackets around the name to indicate it is a transfer...like this… [credit card] or newer Mac versions have a separate Transfer column.

    I used to do it the wrong way for years! Then I wised up and now enter them properly. I would split my credit card payment into all the categories on one transaction in my checking account. And since I always pay more than the bill I would need to figure the difference and put it to another category. But then I needed to have them entered on the date the charges actually happened, especially at year end for taxes. So I finally set up a credit card account. It makes it much easier to enter and balance!

    And if you split your credit card payment into the categories and some of the categories are Transfers to the same Account it will lump all them together and make 1 transaction in the Transfer Account.

    I'm staying on Quicken 2013 Premier for Windows.

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