Importing split transactions

Charles Rayle
Charles Rayle Quicken Windows Subscription Member
edited 2:41PM in Manage Accounts and Transactions

It would be of great benefit to be able to import split transactions along with single-line transactions. I currently import transactions as single-line transactions, then manually enter all the split lines. Thanks for your consideration of this idea.

The category column would have the category as SPLIT. An added column next to category would be the actual split transactions. Or you could use "SPLIT:specific category" for each split of the transaction.

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  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited 2:32PM

    How is the bank supposed to know that what it sees as a single transaction should be a split for Quicken?

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Extending @Rocket J Squirrel's reply … how is your bank supposed to know the names of your categories in Q?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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