Splitting a deposit
I had a deposit that showed up in my checking account as a single deposit but it was composed of 2 checks. One of the checks was from a CD that matured and the other check was just a personal check from a family member. I can't seem to figure out a way to show this split in my check register. So what I need to do is show that the checking account deposit zeroed out the mature CD and that the other check was just like a "cash" deposit to the checking account.
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I'm guessing the two checks were deposited on the same deposit slip and thus the one deposit amount.
Did you try using the Split function in the Transaction detail screen? You should be able to select the CD account for your category for that portion of the deposit and that would create an entry in the CD account zeroing out that account.
Or,
You could try deleting the original deposit and then creating two separate deposits with the appropriate data -one for the CD and one for the check from your family member.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer0 -
I tried the first suggestion (the split function)— it did zero out the CD balance on that CD account but it is trying to "debit" the amount of the other check - which makes no sense. I then deleted the automatic transaction that came from my bank and entered a manual "transfer" from the CD account to the checking account (I first had to call the CD a "savings account" in order to do this) but to be honest I can't figure out how to create that second deposit into that checking account since all of my accounts are linked online, I can't find a way to create a DEPOSIT, I can only find a way to do a debit from the checking account. I am new to Quicken, I am used to using Quickbooks for my business.
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Hello @pattih,
Thanks for reaching out, and welcome to Quicken Simplifi. When splitting a transaction or adding a new transaction into Quicken Simplifi, you will want to make sure you are using a category that indicates whether the transaction is positive or negative. This support article has instructions on how to create income transactions:
I hope this helps!
-Coach Jon
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I'll add that if you want to do the reverse of what the category expects (for example, if you're getting a reimbursement for an expense and want it counted against that expense), you'll want to put either a plus or minus sign in front of the amount that you type in. It's a little counterintuitive until you get used to it.
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