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Posted by New & Improved - N/F John on December 11, 2007, 9:39 pm
Please log in for more thread options Sounds right. I'll give it a try. Thanks.
> New & Improved - N/F John wrote:
> > Is it possible when downloading transactions from my bank to
> > have split categories automatically included?
>
> Categories can be automatically assigned to downloaded
> transactions if you have a "Memorized Payee" for the payee and
> have assigned that payee the desired category (and you have
> "QuickFill" turned on).
>
> > Do still need to manually insert the transaction and then
> > decide after download if they are the same?
>
> I don't understand this process.
>
> > How do I do it?
>
> If you want Quicken to assign split categories to a downloaded
> transaction, you have two considerations.
>
> If the transaction will always be for the same dollar amount,
> and the split lines will always be for the same dollar amount;
> you can create a Memorized Payee with the exact dollar amounts
> in each split line.
>
> And if that same split transaction will occur at regular
> intervals, you could use a Scheduled Transaction instead of a
> Memorized Payee.
>
> If the transaction will not always be for the same dollar
> amount, the only "reasonable" option I know is to create a
> Memorized Payee with its split lines saved as percentages
> (Quicken asks you if you want to do this when you create a
> Memorized Payee with split lines). [I have never found a use
> for this myself.]
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>
>
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