split transactions - auto adjusting?

Question

I've been entering split transactions manually, saving them, and then my balance is off. I go back to check the split and there's some kind of adjustment entry. I am not hitting "adjust" to update the amount, it appears to be spontaneously appearing. I thought this might have something to do with the % column, but I tested that and it still happens. Anybody else seeing this?

Boatnmaniac · Answer

When you enter the categories in the split dialog are you using the tab key to proceed to the next field?  If so, that is a known issue that can cause an issue like you are describing.  That issue has been reported to Quicken to investigate and fix.

Until then, the workaround is to not use the tab key and instead click the cursor in the next field.

bmbass · Answer

Yes, SPLITs are BADLY broken for the past few weeks.  Let's say I have a memorized transaction that includes splits.

In the past, I could hit the X in the category line and it would remove the past split categories.  However, now this is ignored.  So, you have to go into the memorized split transaction using the check mark.

Once inside, the software does everything possible to make this impossible to enter your needed categories and values.  If you enter a category and then enter an amount, the entry below shows the value you just entered but a negative amount.  Then, when you hit TAB to go to the next line, the software zeros out the amount you just entered and you have to start over.  The only way to get the software to keep your value is to click somewhere else after entering your number.

Then after entering all your amounts (some multiple times because the software keeps changing values on you), you finally enter the last number and hit ADJUST (because, remember, the software would NOT allow you to remove the original memorized transaction) and all seems fine until you save it and then get told there is an uncategorized entry in the splits.

When you go back inside, you find out the last entry has been changed from the value you have set to something else and then a new "blank" entry with the difference is entered on the line below.  If you are careful, you can change this AGAIN and save it and all is finally fine.

So, a process that used to take a few minutes now takes multiple tries and about 10 minutes to get it right.  All this started about the same time as the % column was added, so I am sure this is when all this broke.

PLEASE FIX THIS, it makes using splits almost impossible!

Quicken Carlos · Answer

Hi @michaelcyroy,

Thank you for bringing this to our attention. After testing split transactions on my end, I was not able to replicate this issue. To better understand the behavior you are experiencing, let me ask you a few questions:

* Is the split transaction matching the total amount of the transaction?
* Can you upload a screenshot of the split transaction in Quicken showing the amounts and the automatic adjustment?
* Does this happen with every split transaction or only with specific transactions?

The screenshot will be especially helpful so we can see exactly how the split is being adjusted.

I look forward to your reply!