Split transaction across months

v4run9

I’d like to be able to split certain transactions across months. For example, I pay for two months of health insurance at a time and would like to split the amount across two dates/months. My electricity provider also bills me for 2 months at a time and I’d like to split the amount across two months. Current workaround solution for this is modifying the amount of an existing transaction and manually adding another one for the 2nd month.

RobWilk

If yu add s date to each split line, i feel like they should rename the app to Quicken Complicate.

UrsulaA

This is one of the most popular feature requests, which will accomplish what you want if implemented.

Vote for it.

https://community.simplifimoney.com/discussion/966/split-transactions-should-be-treated-as-separate-transactions-2-merged-votes

DannyB

@v4run9

While you wait for this feature to become available, here is a suggestion you can try out for now to accomplish the same outcome.

Instead of setting these bills up as recurring set them up as Planned Spending categories with rollover turned on for each one and make the monthly planned amount equal to 1/2 of the total due when they are paid.

This way you will have the bills accounted for monthly and will be covered when the expense is incurred every other month.

UrsulaA

https://community.simplifimoney.com/discussion/comment/40594#Comment_40594

Great idea! Please let us know if this work around helps you.