Split transactions CSV export issues

lisadenver

Split transactions in the CSV export are an issue and make the data not usable in an excel pivot table. Can the Simplifi developers please work on this issue? The only fix so far is to go through every split transaction in the exported CSV (or excel data set) and modify the transaction because it leaves blanks that screw up the whole data set. I am going to try a formula that i just found on Reddit but really think the Simplifi team should fix the core of the issue.

My previous finance software created 2 unique transactions in the data set when there was a split transaction with a link on the backend making it much easier to manage when manipulating data.

Thanks

Coach Natalie

@lisadenver, thanks for posting your suggestion to the Community!

It sounds like you're looking for each split line to retain the other info in the CSV file, such as the account, date, and payee. If so, we have an existing Idea post that would be great to have your vote and feedback on!

https://community.simplifimoney.com/discussion/7974/csv-export-apply-the-details-to-all-fields-for-split-transactions-account-date-payee-etc

Idea posts allow our product team to gauge how many users would like to see a change, and why. For more details on voting for Idea posts, see our FAQ here:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

I hope this helps!