SPLITS

Quicken469
Quicken469 Quicken Windows Subscription Member
in Manage Accounts and Transactions

allow copy and paste-

when a transaction does not split on download i have to ReEnter Spit information all over again

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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I find it best to manually record transactions, especially ones with several splits, BEFORE I download transactions from the bank.
    When the download refers to such a split transaction, it's already in the register, with correct splits. In this case, the download process can simply match the register transaction with the downloaded data and there will be no problems.

    OTOH, when attempting to manually accept a downloaded transaction, in order to create a new register transaction with splits, the Memorized Payee List should already have a transaction for this payee, with correct splits. Now it's a simple process to select the correct memorized entry, make any other required changes and you're done.

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