Split Transactions [Edited]

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forgiveniam
forgiveniam Member ✭✭
edited July 4 in Product Enhancements

I request 2 improvements for Quicken Starter and above regarding the register split transaction window to save user time.

  1. Button to clear (zero out) ONLY the amounts listed from previous usage.
  2. Button to ALPHABETIZE list by category name.

Some of my credit card transactions have 20-30 categories.

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Comments

  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
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    What? You should not be splitting the credit card payment. Doesn't the Starter Edition let you add a credit card account?


    To enter credit card....

    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. The transactions need to be entered with the date you charged it, not the date you pay the credit card bill.

    Then when you pay the bill you TRANSFER the payment from your checking account to the credit card account. Then when you download the payment from the bank you match it to the one you already entered.  Then your credit card account should match what you actually owe at any time.

    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 versions have a Transfer column.

    I'm staying on Quicken 2013 Premier for Windows.