How to memorize splits in a transaction

wthompson

Classic Deluxe R60.15 27.160.15 Windows

Have created splits (category, tag, memo) in a credit card payment transaction. Would like to be able to memorize this and apply it to all of these credit card payments in past and future transactions. I do not want the amounts to applied. I have memorized the payee and it shows a "Type" of Spl. Is there a way to do this?

volvogirl

It doesn't show the split lines? You can't apply it to past transactions. Only going forward. BUT Just in case you are entering your credit card bills the wrong way…..
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!