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How to Import a Split Transaction in Quicken

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    • 1). Open the split transaction window. Select the first category's name, such as food, in the category drop-down menu.

    • 2). Enter a memo description for the first category into the first memo field. The description can be as simple as "food" or more detailed.

    • 3). Input the amount spent on the first category in the first amount field. If you spent $20 on food out of your total transaction, then enter only $20 in the food category.

    • 4). Repeat each step for the other spending categories in your transaction. Check your math to ensure that all portions of the transaction have been placed into a category.

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