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Memorized Payees with Percentage Splits

ifunlisted

I have several memorized payees with a rule for splits to be entered as percentages. They all worked fine until recently, and now they all have a blank split line added that just has a note in the memo field that says "Split Amount Adjustment". I first noticed it in my downloaded transactions, but the blank split line has also somehow been added in the saved rules for those memorized payees.

For example, I have several gas stations saved as memorized payees and a rule set to allocate 80% of each of those transactions to a business category and 20% to a personal category. Whenever a transaction is downloaded for that particular payee, it's supposed to split the total amount based on those percentages, but now there's the added Adjustment line and the numbers no longer match the percentages that were originally in the split amount.

Anyone else running into this?

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Comments

Quicken Carlos

Hi @ifunlisted,

Thank you for posting to the Quicken Community!

Before following any troubleshooting steps, I recommend creating a backup of your data file.

Once the backup has been created:

Go to Tools > Memorized Payees.
Search for the payee in question.
Right-click the payee and select Edit.

Review the payee details to confirm nothing has changed.
If you notice any incorrect information, make the necessary corrections and click Save.

If the issue persists, I recommend deleting the memorized payee and creating a new one by following the steps outlined in our support article:

Open the account you want to use.
In the register, enter the date and payee as usual.
Enter the total transaction amount in the Payment or Deposit field.
In the Split Transaction window, type or select a category for the first line item.
In the Amount column, enter the appropriate percentage.
- Note: The first line shows the total transaction amount. Select it and enter a number followed by the percent (%) sign, then click Next. For example, enter 80% on the first line and 20% on the second line. Quicken will automatically calculate the dollar amounts.
Complete as many split lines as needed.
(Optional) Enter a memo for each split line.
Click OK to close the Split Transaction window.
Click Edit, then select Memorize Payee.
Click Yes to confirm that you want to memorize the payee with percentages.
Click OK again to save the memorized payee.
Click Save to record the transaction in the register.

I hope this helps!

ifunlisted

Thanks Carlos! When I initially discovered the issue I went into my Memorized Payees and checked each one that I use rules with and they all looked the same on the surface but when I checked the individual split lines they all had this new blank 'Split Amount Adjustment' line added and the numbers were off so I deleted that line and re-entered the percentages for the splits and re-saved each one. We'll see if that works but I'm a little confused about how it happened in the first place. Also curious if anyone else out there using percentages for splits in rules for memorized payees (Windows desktop) has had the same issue.

UKR

I use those %Split transactions only when I manually record new transactions. My Quicken never gets to create a new register transaction using %Split from a downloaded transaction, so I'm not sure if that's what has been messing up your transactions … might be worth while looking into …

Might also be a good idea to "Lock" these transaction entries in the MPL, to prevent unwanted changes.

ifunlisted

Yep, mine are definitely locked. If you're using the Windows Desktop version (mine is the Classic Business & Personal), it might be worth trying out a couple rules if you have frequent transactions with memorized payees and use the same percentages each time. I started using them a couple years ago and it's been a game changer. For me the most annoying transactions (other than Amazon splits) were gas stations… manually entering the categories, the splits, percentages, etc every time I fill gas which is pretty often. Now I have it set up with a rule that will recognize transactions from all the gas stations I have saved, and automatically enter the categories and my 80/20 split regardless of the amount. I just have to wait for it to appear in my downloaded transactions and click Accept:) I was surprised how well it worked once I got it set up properly, this recent issue is the only one I've run into so far. You can also set the rule to only be applied if you're using a certain account… so if I go to Circle K (a big one here) and use my business credit card for gas and then go inside to grab a snack or a drink with my personal card, Quicken knows to apply the appropriate rule based on the card used. You can even set the rule up with conditions based on the amount of the transaction, different categories auto-assigned or tags added based on a specific amount or range you choose. I haven't tried that yet but it seems like it could be very useful👍️