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Split Line issues

betsyrich

When I receive a bill like a credit card or mom's senior housing, I log it into my register, creating all the split lines I need, like clothing, travel, fuel, etc. Then I schedule a payment with my bank. When the payment is actually posted, Quicken DOES NOT match the payment to what I already put in my register, but erases all the splits and enters a lump sum. Then I have to re-enter all the info again. It did not use to do this. How do I make it stop? I'm using 3 accounts of Quicken for 3 different people and a variety of banks. This is happening in all cases.

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split transactions

Comments

RalphC

It sounds like you're duplicating expenses if you're coding the credit card charges to expense categories, and then entering the same to the banking payoff to the credit card. Quicken is acting correctly. You want to enter the split amounts coded to the expense categories to the credit card charges, then enter the credit card balance payoff, probably from a checking account, as a lump sum credit back to the credit card.

NotACPA

Agreeing with @RalphC. You need to create a credit card account in Q and post all of the card transactions to that, with splits as appropriate.

Then, when you pay the card bill, it's a single non-split transfer from your bank account to the card account.

The payment for your Mom's housing is probably, appropriately, a single transaction with splits, BUT if there's any items other than expenses (say deferred or loan payments or any assets) then it's possible that some sort of account could be needed for those also.