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Add “Split by Percentage” Option to splits. (edited)

Flopbot

One little feature I loved in Quicken Classic was the “distribute proportionately” button when entering receipts on a transaction.

For example, if you had .97 cents left, you could click a button and distribute the amount proportionally between all the existing splits. More expensive splits got more of the leftover distributed to them. As it stands now, you just have to create a new split for Sales Tax and click the “Add Left to Split.” I suggest adding a second blue text on white background option.

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In Review

Feature Request

Splits

Status: In Review

Comments

Coach Jon

Hello @Flopbot,

Thanks for reaching out with this feature request! I have turned this post into a discussion, as this feature seems to already exist within Quicken Simplifi via the "Divide among Splits" option.

Is this feature request Mobile or Quicken Business and Personal specific? If it is, the option to use "Divide among Splits" exists there as well. Let us know!

-Coach Jon

Jenny T

I just tried this out! I had seen this option before and didn’t realize it could split the remaining “left to split” to the already existing splits. I will definitely make use of this going forward!

RobWilk

The only thing I see differently here is the original request was to split proportionately, while this is splitting evenly… @Flopbot can decide if maybe it should be turned back into an idea post or kept as-is.

SRC54

Talk about a hidden feature. 😀 But it isn't what @Flopbot wanted. If you have a $10 transaction and $6 is food and $3 is supplies, this features divides the $1 tax as 50-50 when it should be $.67 to food and $.33 to supplies. It's not a feature I would use since I put in sales tax category.

On the other hand, it is handy if you don't want to keep up with sales tax as it is exactly what I would do otherwise, split it proportionately. I tried to find this feature just now in Classic and I couldn't find it, so I assume as usual it is in the Windows version and not the Mac version.

Flopbot

Oh wow, how long has that been hiding there?! I’d love to see two options:

Split 50/50.
Split proportionally.

As for the placement, honestly, I’ve never noticed it. @SRC54 is right that it’s pretty hidden.

Coach Jon

Hello @SRC54 and @Flopbot,

Thanks for the feedback. I am not sure how the "split proportionally" feature you described would work technically in Quicken Simplifi, considering the program would not know the specific split proportions until users designate them themselves.

-Coach Jon

SRC54

@Coach Jon I think the way it would work would be that Simplifi like Classic would figure out what percentage of the transaction was each category and then multiply that percentage by the leftover and apply it to the category. It can be done; whether it's worthwhile is another story.

As I say, if I didn't use a sales tax category, I would just divvy it up roughly by a percentage.

Coach Jon

Thanks for the clarification @SRC54,

I have gone ahead and converted this post back to an idea post for others to vote for and follow for updates!

-Coach Jon

SRC54

Thanks!

Flopbot

@Coach Jon ,

The way I used this feature in Quicken Classic was that I’d enter all my various split amounts when entering receipts and then, after that, I’d click the ‘distribute proportionally’ button. The left over amount was typically just Sales Tax so it would increase each line proportionally. For example, if the total amount of the transaction was $100 ($10 split + $80 split + $10 remaining), then the $10 remaining would roughly be divvied up as $2 (added to$10) and $8 (added to $80).

This did away with a need for tracking sales tax.

dsfreddy

This might be a nice to have. But I wouldn't make use of it. I think there are other long-standing requests regarding splits that should be implemented.

cthkah

Anybody out there interested in a feature that would permit splitting expenses by percentage? As in (IF) Groceries >= $25 (THEN) Split 25% Groceries, 75% Alcohol (just an example, friend asked me to ask…).

Former business user of QB Enterprise and Pro and often used similar shortcuts to quickly estimate expense allocations where not itemized or lost receipt. Not for tax/entertainment deduictions.

egal

I agree that the split transaction environment needs many improvements to be fully functional but it is still one of the best in these types of apps that I have compared. Which is why I went with Simplifi over the others. The split remaining proportionally is a critical feature for me. If I am tracking category spending, I want to know the full amount and that includes the taxes. The only way to do this now is externally with a calculator or excel spreadsheet. This would be a big help.

I think it would be a pretty simple change as it doesn't require adding any fields to the database or backend changes. It is purely a calculation and update the input boxes. Just have the option for distribute evenly or proportionally.

Clizby

Would be nice to have an area for a tax rate on a transaction so that when I split it (sometimes you know the cost of the item, but not the cost if it plus taxes). That way when split it, it applies taxes based on the split as well.

egal

Hi @Clizby, you might check out this feature request. It is about distributing the remaining unsplit transaction amount proportionally accross your splits based on their percentage of their total. This is one way to handle taxes on split transactions. Because after you have entered all of your splits, the remaining amount is usually the tax amount.

[removed link to merged thread]

SRC54

I like the suggestion, but it may be hard to implement. Where I live there is 10% in the city, 9% in the county and 9.5% in some places that split the difference. Amazon has an agreement with the state to do 8%. It would be hard to do this automatically. I just do it manually, but maybe it would work in some places.

I'll upvote it. Thanks!

Roux

Being able to split transactions by percentage would be a great QoL improvement for me.

For example, my partner and I split some joint expenses 50/50 or 75/25 depending on categories and other personal rules.

When editing individual transactions, it would be very helpful to have the option in the “Split” interface to switch from “$” to “%” when entering amounts (similar to what many budget-splitting apps offer).

When defining recurring expenses, having the same option to split amounts by percentage would also be powerful, and could serve as a strong alternative to the current “overflow” solution for recurring expenses with variable amounts (e.g., electricity bills).