Quicken Windows Help
Quicken Windows Help
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How do I record a split transaction?

Split transactions are used to assign multiple categories to a single transaction. This is often used when shopping, for example, if purchasing both Groceries and Personal Care items at the same store. This can be very important when maintaining a budget or just to accurately track your spending.

To record a split transaction

  1. Double-click the Category field for the transaction you wish to split.

  2. Click the Category icon.
    categoryicon.png

  3. Click Split.
    splitcategory.png

  4. In the Split Transaction dialog, enter (or edit) the category, 

    tag

     (optional), and amount for each individual item on a separate line.

    Splitscreen.png


    • What can I do here?

      • Click Edit and choose Insert to add a line above the selected line.

      • Click Edit and choose Delete to remove a split line.

      • Click Clear All to erase all split lines.

      • Click Add lines to create additional lines in the Split Transaction dialog. You can incrementally add up to 250 split items per transaction.

  5. As necessary, adjust the individual line amounts. (Optional)

    • Tell me more

      As you enter a split transaction, the Transaction Total may no longer match the Split Total. Quicken displays the difference between the two amounts -- the leftover amount -- below the last split line. There are a few ways to handle this difference, depending on your situation:

      • Change the amounts in the split lines so that the Split Total is equal to the Transaction Total.

      • Click Adjust to change the Transaction Total to equal the Split Total.

      • Click Edit and choose Apply remainder to current line to absorb any remainder amount into the selected split line.

      • Click Edit and choose Allocate this line to other split lines to distribute the amount of the selected split line among all other split lines.

      • Click Allocate to distribute any leftover amount among all other split lines.

  6. Click OK to close the Split Transaction dialog.

Tip

You can assign percentages to the line items in a split transaction. For example, if the transaction total is $100, and you want to split that amount evenly between two categories, you can enter 50% as the "amount" for each category.