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Setting auto-adjust for eBill splits

When using Quicken for Mac, managing eBill splits is important for maintaining accurate financial records. The Auto-Adjust feature assists with adjusting bills that vary in amount. However, ensuring the Auto-Adjust selection stays as you set it may require additional attention.

Setting Auto-Adjust on a Split

  1. Navigate to Bills & Income. 

  2. Use the three-dot menu on the right side of the reminder you want to adjust and select Edit all instances.

  3. Use the Split button next to Category to open the Split dialog.

  4. Click the Auto-Adjust radio button next to the split line that varies from month to month.
    Note: Remove any uncategorized categories by clicking the minus.jpeg button next to the category.

  5. After setting the Auto-Adjust, confirm your changes by clicking Save.

  6. Open and review the scheduled transaction to be sure the change was implemented.

Additional Considerations

The Auto-Adjust feature is currently limited to manual editing of received eBills and does not automatically apply to new eBills upon receipt. It is important to consider this limitation if you expect automatic updates without manual intervention.

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