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Ability to Split Categories in Category Rules (edited)

Flopbot

Greetings,

Please consider adding the ability to split categories in Rules. Right now, it's just this with just one category...

In my case, I'd like to create a rule for "State Farm" that whenever it's downloaded, it automatically does this split:

Rename State Farm, Inc. to State Farm and auto categorize it as a split of...

Auto Insurance = $50
Life Insurance = $25
Disability Insurance = $10

I'm guessing this would need the flexibility to be either a percentage split OR an exact amount split of the downloaded amount.

FYI, these are my two levels of Categories related to insurance. Ideally, I'd like to split them up separately.

Insurance

Auto Insurance
Life Insurance
Disability Insurance

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Feature Request

Transaction Rules

Status: Active

Comments

Jose_Lori

This is exactly what I would like to see but for different reasons. My wife is self employed and receives payments from the State. She would like to be able to split the payments

Business Income - 66%
Tax Withholding- 33%

I'm pretty sure this is already a feature in [removed] and would like to see it here ASAP!

thanks

WhoIsJohnGalt

This is a great idea and it would be super helpful. The ability to allocate to multiple categories based on %s would be a big time saver.

Semicolon

Simply a plus one; definitely a feature I had used for the past decade or more with Quicken -- would love to see it here also

fcb

Upvoting this request.

hlcriswell84

Create rules to save splits

Juananton

Is there a rule to make a split automatically for the same type of transaction/merchant?

sidewalkboots

Some transactions are always split between categories. For instance, utilities are split into personal and business for home office, according to a constant percentage. It would be helpful to be able to make a rule to split a transaction every time.

mortch

I have the same frustration for recurring transactions as well. My rent is all inclusive but I categorize individual items, such as rent; electric; water; etc. As such I must create individual planned, recurring transactions for each of those 8 other categories rather than doing it once.