Recording split transactions


show more Recording split transactions provides you with in-depth training on Business. Taught by Sally Norred as part of the Quicken 2014 Essential Training show less
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Recording split transactions

From time to time, you'll have transaction that falls into more than one category. In that case, you can assign multiple categories to the transaction by recording a split transaction. You may want to use split categories when you shop at a big box store or a warehouse club. In those stores, you may buy multiple types of items like prescriptions, food and electronics in the same purchase. In this scenario, splitting the transactions categories gives you a more accurate view of your spending. Let's walk through the process for recording a split transaction.

I'll show you how to do this on this purchase that Jeannie made from Costco. She spent $75 on business expenses at Costco and $175 on groceries. So I'll take this $250 payment and click the Split in the category list. I'll type Groceries on the first line. And I'll change the amount to $175 because that's all she spent on groceries at Costco. I'll click Enter on my keyboard, and you'll notice a very handy thing. Qu...

Recording split transactions
Video duration: 3m 31s 2h 44m Appropriate for all

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Recording split transactions provides you with in-depth training on Business. Taught by Sally Norred as part of the Quicken 2014 Essential Training

Subject:
Business
Software:
Quicken
Author:
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