Assigning Splits to a Series
What You’re Doing Here
You’re setting up how a transaction in this Series is split into multiple categories.
This screen opens when you select Assign Splits while editing a Series.
Once set up, these splits are applied automatically each time a transaction matches this Series.
When to Use Splits
This step is optional.
Use splits when a single transaction represents more than one category and you want to track those parts separately.
Common examples:
Income (paychecks)
Track gross income, taxes, and deductions
See where your money goes before it reaches your account
Bills or subscriptions
Split bundled expenses into separate categories
Example: An insurance bill that covers home, auto, and life policies
Example: A monthly phone plan that covers business lines and personal lines
If you only need to track the total amount, you can skip splits.
What This Screen Shows
Series Amount
The total amount of the transaction for this Series
Left to Split
The remaining amount you still need to assign
Must equal $0.00 before continuing
Split rows
Each row represents part of the transaction (income or expense)
Overflow
Automatically assigns any remaining amount
Useful for handling small changes or variable amounts
How to Assign Splits
1. Add split rows
Select + Split to create a row for each part of the transaction
2. Enter categories and amounts
For each row:
Choose a Category
Enter an Amount
Click the three dot menu to add Tags, Exclusions, Notes, or — in Quicken Business & Personal — Client & Project
Notes:
Enter all amounts as positive numbers — Quicken handles the math.
For paychecks: Start by entering your gross income (before deductions), then add taxes and deductions as separate split rows.
3. Use Overflow for the remainder
Leave the amount set to Overflow — this allows Quicken to automatically fill in any remaining amount
You can change the category to control where that remaining amount is recorded
This is especially helpful if the transaction amount varies slightly — Overflow keeps your splits accurate without needing updates each time
4. Check your total
Make sure:
Left to Split = $0.00
If not:
Adjust amounts, or
Use + Left to Split to fill the remaining balance
5. Save your splits
Select Continue, then Update
Your splits will now apply automatically to future transactions in this Series
Tips
Start simple — you can always refine splits later
Update splits anytime if amounts change
Use Tags (optional) for deeper tracking