Recategorizing split transactions via memorized vendor. (percentage)

smokeysf
smokeysf Member
edited May 2023 in Reports (Windows)

Can I recategorize historical transactions based on a split for a memorized vendor?

Answers

  • Hello @smokeysf,

    Thank you for reaching out to the Community. Are you trying to adjust how they show up on a report, or asking if you're able to edit the original category/categories assigned to the transactions?

    Thank you.

    Quicken Kristina

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  • smokeysf
    smokeysf Member

    I have a renters. I split their utilities based on a percentage.

    I would like to change the categories for exisiting transactions which are already assigend. Instead of a single category, I would like to split them by percentage.

    I have a memorized vendor for future splits.

  • Hello and thank you for the clarification,

    You should be able to edit the existing transactions to reflect the split category.

    Thank you.

    Quicken Kristina

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  • smokeysf
    smokeysf Member

    Yes. That is what I am wondering. If I can select a large group of transactions and edit them with the memorized vendor information (ie split by percentage) and how I could do that without going into each transaction individually.

  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @smokeysf,

    Thank you for providing more information.

    Would you mind sharing a screenshot to show an example of the transactions that you are referring to? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments. 

    I look forward to your response.

    -Quicken Jasmine

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  • There is another discussion that has two ways to accomplish what the OP wants to do...
    https://community.quicken.com/discussion/7857196/edit-the-split-transaction-fields-for-multiple-transactions-at-the-same-time
    NB: Neither suggestion is quite as straightforward to implement as the OP was hoping, but either method is likely to be more satisfying than editing each transaction one at a time to add a split that has to be calculated by the user then entered amounts for each split line.
This discussion has been closed.