Cancelling automatic splits in downloaded transactions

Posted by W. Thornton Martin on July 20, 2009, 8:00 am

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How to I cancel automatic splits for downloaded transactions? Quicken
has memorized the split transactions for a trip to TOPS Supermarket from
three years ago and I can't get rid of them. Each downloaded TOPS
transaction has split lines for "bread", "cereal", and "milk"; the
amount difference is not assigned a category. I would like everything
from TOPS assigned to an unsplit "groceries" category. How do I do this?

Thornton

Posted by John Pollard on July 20, 2009, 8:46 am

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W. Thornton Martin wrote:

> How to I cancel automatic splits for downloaded transactions? Quicken

> has memorized the split transactions for a trip to TOPS Supermarket

> from three years ago and I can't get rid of them. Each downloaded

> TOPS transaction has split lines for "bread", "cereal", and "milk";

> the amount difference is not assigned a category. I would like

> everything from TOPS assigned to an unsplit "groceries" category. How do

> I do this?

Depending on your Quicken year version:

Banking (or Tools, or Cash Flow) > Memorized Payee List

Locate the payee, select the memorized transaction, click Edit and modify
to suit.

[To get rid of the split lines: click the Split button, select and delete
each split line, then click Adjust, then Ok; then enter the category of
your choice.]

--

John Pollard