Best Of

I had a similar issue last week, deposited two checks at an atm. Each check corresponded to a certain planned income. There's no way to attach each split to the series, so I had to just dismiss one of the reminders, connect the other reminder to the deposit, and then set up the splits. (If you do the splits first and then connect the transaction to the reminder, it wipes out the splits.)

Quite annoying since it means I can't rely on looking at the series history. To see the income history for that job, I instead need to search for the payee name (and I have to put both names into the "Payee" of the deposit).

I second this request! I can't believe this isn't already possible!

Today I was reminded again why splits need to be treated as individual transactions. Apple is now billing multiple subscriptions together, and I have reminders set up for each one. But I can’t actually use them because I can’t assign the bundled charges to the individual reminders. Now I’m stuck with gaps and mismatches since the bundling is random.

This isn’t a nice-to-have. It’s a must-have. This is basic functionality for an app at this price.

The issue here is simple, Simplifi.

If my bank account has 3 cleared transactions: +$10, -$5, -$3, today's balance is $2, and Simplifi shows me $2. Great!

But if one of the transactions (e.g. -$5) doesn't get imported or is accidentally deleted, my account in Simplifi will show transactions +$10, -$3, but the account balance will still show $2 because that's the balance coming from my bank.

Now, because the -$5 expense is missing, my spending plan data is incorrect, so my reports are incorrect, but I might not realize it because the account balance looks correct and might not raising any flags.

In this example, it would be pretty easy to realize the issue because 1 of 3 transactions is missing. But imagine if my account had hundreds of transactions? Thousands of transactions? Without a running balance, you're making it extremely difficult to figure out what is going on.

@scribblerjane

Have you set any of these transfers up as Recurring Series? I found that helped Simplifi recognize transfers.