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- QUICKEN CHANGE CATEGORY FOR MULTIPLE TRANSACTIONS FULL
- QUICKEN CHANGE CATEGORY FOR MULTIPLE TRANSACTIONS ANDROID
QUICKEN CHANGE CATEGORY FOR MULTIPLE TRANSACTIONS FULL
For full details, consult the Quicken Membership Agreement. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). Full payment is charged to your card immediately.
QUICKEN CHANGE CATEGORY FOR MULTIPLE TRANSACTIONS ANDROID
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14,500+ participating financial institutions as of October 1, 2018. Phone support, online features, and other services vary and are subject to change. Third-party terms and additional fees may apply. Monitoring alerts, data downloads, and feature updates are available through the end of your membership term.Other Can I categorize multiple transactions at once? On the transaction toolbar, click Save to enter the transaction into the register (unless you've enabled the register preference Automatically Enter Split Data).Click OK to close the Split Transaction dialog.Click Allocate to distribute any leftover amount among all other split lines.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 Edit and choose Apply remainder to current line to absorb any remainder amount into the selected split line.Click Adjust to change the Transaction Total to equal the Split Total.Change the amounts in the split lines so that the Split Total is equal to the Transaction Total.There are a few ways to handle this difference, depending on your situation: Quicken displays the difference between the two amounts - the leftover amount - below the last split line. (Optional)Īs you enter a split transaction, the Transaction Total may no longer match the Split Total. As necessary, adjust the individual line amounts.You can incrementally add up to 250 split items per transaction. Click Add lines to create additional lines in the Split Transaction dialog.Click Clear All to erase all split lines.Click Edit and choose Delete to remove a split line.Click Edit and choose Insert to add a line above the selected line.In the Split Transaction dialog, enter (or edit) the category, tag (optional), and amount for each individual item on a separate line.On the transaction toolbar, click the Split icon.In the register, click the transaction you want to categorize.To enter or edit a transaction with multiple categories (a split transaction) If you previously entered other transactions for a payee, Quicken displays the payee's most recently used categories (up to five) when you type a category name directly in the category field.Select them from the list, or enter them directly in the category field by typing a colon (:) after the parent category, and then entering the subcategory (for example, Utilities:Water). Use subcategories if you need a more detailed way of classifying your transactions.If you type the name of a category Quicken doesn't recognize, you are prompted to set it up as new category.Quicken will search for what you are typing by matching either the category or subcategory name. Start typing the name of the category you want to use.
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Click Show > Hidden categories to make the hidden categories visible both as groups and as individual items in the All Categories list. Certain category groups are hidden by default, largely based on information you provided when you set up Quicken (for example, whether you own a business or manage rental property).In the left pane, choose the group you want to work with and then select the specific category. The category list is divided into several groups such as personal income, personal expenses, business income, business expenses, and so on.
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