The Split Transaction function does not allow you to split an item across several months
I had thought Quicken used to allow this, but it could be that I am remembering the platform I used to use before Quicken. Regardless, this seems like an incredibly necessary and easy fix to be able to spread a large transaction across multiple months for budgeting purposes. For instance, I spend $800 for a seasonal farmshare. My grocery budget for the month is $1,100. That $800 transaction throws my monthly grocery budget completely out of whack. Previously, I split it into 8 separate $100 transactions.
We can split transactions across categories. Why not across months?
Comments
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@zooey5253, thanks for reaching out to the Community with your suggestion!
I know that splitting a transaction across multiple months is not something Quicken Simplifi has ever offered, and I don't think Quicken Classic does either. At any rate, I did find this existing Idea post that you may be interested in:
Although not specifically referring to transactions, this ability would allow splitting larger expenses across multiple months in the Spending Plan via Planned Spend. Planned Spend is the typical way to track expenses that fluctuate each month, such as groceries. If this is something you'd like to see, please add your vote and feedback!
There is also the option of using Savings Goals to split large purchases across multiple months. The following Community FAQ has more details on this!
Let us know if these existing topics are what you're looking for!
-Coach Natalie
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