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How to split a transaction
While editing a transaction, select the Split button (
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) on the register row...
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Or click the Split icon in the bottom register toolbar...
Or use the keyboard shortcut Option +
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⌘S
Or select the Edit Details button on the selected row then select the Splits tab
In the Splits tab, add the amounts for each category. Select the '+' button to add more splits or use the keyboard shortcut Shift +
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⌘N.
Select Save to enter the transaction.
How Quicken automatically adjusts the split amounts
How your split is adjusted depends on how you enter the splits.
If you are splitting a new transaction, you can start adding the split categories and amounts. The total amount is automatically calculated by Quicken and updated. This saves you the trouble of entering the total amount manually.
When you split existing transactions, you have entered the parent line (total amount) first. When you add the splits:
If all the categories are of a similar type (income or expense), Quicken adds a new split entry which shows the remainder amount till the total amount is accounted for. This ensures that no there is no uncategorized entry.
If some categories are of income and some are of expense type, Quicken adjusts the previous split transaction's amount to balance the total amount. In this case, the total amount remains unchanged.
Select the Clear all splits button to delete the split lines.
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