Split Transaction / Classes Help (other suggestions welcome)

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Jan 19, 2011
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Hello,

I recently started using Quicken to track household expenses for my roommate and I. We are trying to see where our money is being "lost" (spent).

We split everything equally. I have been entering all receipts into a non-bank related account on Quicken (splitting categories when necessary.)

As an aside, I am also currently tracking who spent what on an excel sheet (ie: Jen spent $50 on groceries, Mel spent $30 at hardware store and $60 on dog food). Just to make sure one of us doesn't spend too much more than the other on household things. If I spent $300 on utilities, she will get the food for the month and whatever else to keep things kinda even.

Since I am already entering everything into quicken, rather than enter it into Excel too, I thought I would be able to track it by using Classes (one class named Jen and the other after my roomie). Unfortunately, I am unable to do that when splitting a transaction (ie: grocery bill split into categories but want to assign it a class).

Does anyone know how I can assign a class to a split transaction? If not, does anyone have any suggestions on how best to do this? I've worked so hard to get all our info entered, I don't want to have to keep using the excel sheet!

Thanks!
Jen
 
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Feb 20, 2011
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I use both split transactions and classes without any problems, I'm not sure what you're having problems with...

If your roomie spent $90 at the grocery store, you could split and classify like this:
groceries/Mel $50
petfood/Mel $40

Sorry if I'm not understanding your issue...

Rich
 

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