Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
If you find extra spending — this shows up as the Remainder amount — either add the category you need or delete the split transaction line that’s uncategorized. To delete a split transaction line, move the cursor to one of the fields in the line and choose Edit→Delete.
Click to expand.When you set up the loan Quicken performed an amortization calculation for the interest rate and recurring payment dates you chose. Once entered, each monthly payment is treated like any other scheduled transaction. It seems that you are asking Quicken to examine each scheduled transaction at the time of posting to see whether it is linked to a loan established within Quicken, and then to adjust the splits.
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For example, if you typically go to Walmart for groceries but occasionally buy clothes or something else you may want to pull out just those non-standard items and categorize them separately. In this case, you want the first split line to be Groceries and its amount should decrease with each split line added. Quicken goes into this mode if the transaction total is > 0, the first split line is not edited and there are initially only 2 split lines meaning this is a new split. All other times, splits are in remainder mode where a remainder split line is automatically created if the total amount isn't reached. • We added a new feature to adjust the transaction total to the sum of the current split values.
I'm sure that kind of dynamic real-time decision making software exists, but I haven't seen it in a personal finance program. I'm not at all sure that it is broken. After all, even the financial institution where the loan resides does not compute an accurate 'payoff' amount on a daily basis - hence the disclaimer on your statement that the principal amount listed is not a payoff amount, even if you pay directly on the due date. How do i add templates onto visual studio for mac.