Income Reminder - Split Transaction

Randy Storey

Split Transaction.jpg

I used the Paycheck Setup Wizard to set up my reoccurring Income Reminder and use the Split Transaction to enter all the individual categories that my paycheck includes.

Each payday I do need to go in and make some minor tweaks to the split categories because the values for the taxes may change by a penny over time. When I make any changes I always select Edit This Instance for All Future Instances.

First question is that I remember a more robust GUI that allowed me to modify the individual categories the comprise the split transactions. Now there is a very rigid window that you enter the categories line by line.

The problem, each future reminder seems to remember a previous value for example, I may have taken a floating holiday a couple of months again. I edited the reminder by selecting Edit This Instance for All Future Instances. I edit the Floating Holiday category that was previously enter but had a 0.00 for the value. I save and enter the reminder. The next pay period I edited the reminder by selecting Edit This Instance for All Future Instances, again and enter 0.00 for the value, save and enter. Then on the next pay period, it will show the value from two or more pay periods ago. Again I edited the reminder by selecting Edit This Instance for All Future Instances save it and enter it. Again, it may or may not show the previously updated and saved reminder.

Also, when I view the account that the income reminder is linked two, it this Bill and Income Reminders list at the bottom of the window it will list the Income Reminder but the value is different from what the reminder is actually computed to.

It seems that is is pulling previous the value for categories that were updated and set to 0.00 for future reminders.

I've attached an example of a newly created paycheck income reminder to show the GUI.

CaliQkn

@Randy Storey The screen shot you provided is not a paycheck wizard split window. If you had originally set up your paycheck with the wizard, not sure how, when, and why it changed or reverted to a standard split window. The resulting transaction will be the same but as you indicated, a standard split is not as easy to edit.

How far in advance do you post your paycheck entries in Quicken? It could be just a timing issue as to when the original transaction is posted in the register and when you go back to edit it.