How to recategorize a payee with splits

DoctorDoolittle

I want to recoategorize my AT&T bill when it comes in so that it automatically splits 50/50 into home and business internet. Anyone know how to set that up or convert existing transactions as a group?

Quicken Jasmine

Hello @DoctorDoolittle,

Thank you for reaching out with this question!

To automatically split your AT&T bill 50/50 between home and business internet in Quicken for Windows, you can use Renaming Rules and Memorized Payees. Here’s how to set it up and apply it to existing transactions:

1. Create a Memorized Payee with a Split

1. Go to Tools > Memorized Payee List.
   
2. Click New Payee (or find AT&T if it already exists).
3. Enter "AT&T" as the Payee name.

1. In the Category field, click Split and assign:
   • 50% to your Home Internet category.
   • 50% to your Business Internet category.
2. Click OK and then Save the payee.

2. Apply the Split Automatically

1. Go to Edit > Preferences > Data Entry and QuickFill.
2. Check "Automatically Memorized Payees" to ensure new AT&T transactions follow this split.

3. Find & Recategorize Transactions in Quicken for Windows

1. Go to the register where the transactions are located (you may need to repeat for multiple accounts).
2. In the Search field, type "AT&T" (or the payee name you're looking for).
3. Press Enter to display matching transactions.
4. Select a transaction and manually edit the Category field, clicking Split if needed.

4. Bulk Editing Transactions in Quicken for Windows

If you want to change multiple transactions at once:

1. Go to the Banking tab and click Transaction List or Register.
2. Use the Search box (top left) to filter by "AT&T."
3. Select multiple transactions by holding Ctrl while clicking each one.
4. Right-click and choose Edit transactions, then update the category with the 50/50 split.

I hope this helps!

Quicken Jasmine

Hello @DoctorDoolittle,

I have not heard from you yet, are you still experiencing this issue?

Let me know!