Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
Comments
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Hello! My partner and I share expenses, for example, our internet bill. If it's $40, I can split it in Simplifi but I can't ignore/hide her portion of the transaction from my spending plan. I see this is a popular request, and we have to know—-is this feature coming soon?
[Merged Post]
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Your request already exists and it is popular. Vote for it below by going to the first page of the discussion and clicking on the up arrow.
[Merged Post]
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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Agreed
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I hope that feature is added soon. I came from Mint and it's a feature that I used frequently. I would also appreciate an app which would be iPad ready.
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Does this post suggest what you want? If so, you should add your vote there. The more votes, the higher priority it will likely receive.
[removed link to merged thread]
Anthony Bopp
Simplifi User Since July 2022Money talks. But all my paycheck ever says is goodbye0 -
Below is a feature request for an iPad app. Vote for it below.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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In the interim, the android app works well (*and has for years) on a tablet, except it's locked in portrait mode, which is inconvenient if you use a keyboard case.
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Rob Wilkens0 -
+1 I'd like to see this feature. Really, to treat splits each as their own transaction after they've been created, with all the features a base transaction has.
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I share a CC with my gf and this would be helpful. It was a feature I used often in Mint.
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agree, please allow for ignore from reports feature for 1/2 of the split but not the other 1/2; was a very useful feature in mint
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Please add this feature. I split bills/transactions with my partner and Simplifi won't work for me if I don't have this feature.
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Unable to continue using simplifi as this simple feature is missing.
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I would like to see this as well. We often pay for dinner with friends and then split the transaction with their portion of the meal. Since we cannot exclude the split transaction from our spending plan and reports, we are always over budget for dining and drinks.
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What I do in this type of situation is that when the friends reimburse you for their portion, set that transaction's category as Dining & Drinks. That way, it'll act as a "negative expense" and subtract from your spending plan so you aren't over budget anymore. This works great except when the reimbursement doesn't happen in the same month as the expense. (Though I'm hoping that Rollover will fix this issue)
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Yes. We need this feature.
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Please launch this! For me, It basically breaks using Quicken not having it
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This is a very important feature for every mint user!! PERIOD! Simplifi is simply not helpful without this feature. Pls prioritize as #1 as all mint users will offboard pretty soon. I appreciate you being open to taking in feature requests unlike others. I assure you once you implement this feature, measure user retainment, daily active users, and user churn, and you will thank all of us requesting this feature :)
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This feature is absolutely a MUST. I also came from M1NT and need splits to work properly (hiding part of the split, showing the other part) when looking at reports of a single category. This is broken. Please please please fix it SOON. I will be forced to move on otherwise.
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I am struggling with the same issue. My work expenses are lumped in with my paycheck. I need to split them off and hide them but there is not ability to hide these transactions in simplify? Its Hide the whole transaction or nothing. This does not work. Please add a feature to hid split transactions individually from reports.
The alternative is providing the ability to hide a category or tag. This was a feature in Mint that we used often. Please add both if you can.
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+1
I added planned spending for April with the category "Taxes". I gave my spouse some money in a split transaction, with part assigned the "Taxes" category and part assigned a different category. That "Taxes" part of that split transaction does not show up in the April planned spending for that category, and I can't manually associate "Taxes" portion of the transaction with that planned spending item; I assume because of this missing feature.
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I use split payment for trips to a store where I get cash back. I list the cash back portion as a transfer to my custom account for cash. Its not an expense just a transfer and I would like to keep this out of my budgeting.
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If it's categorized as a transfer it should be automatically hidden from the Spending Plan.
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I’m looking for a workaround, since this has been a request for 3 years. This doesn’t work for me either.
If the total transaction is $200 and $100 is reimbursed, it seems you would need to increase the total of the transaction which would put you in the same place.
$200 Restaurants
+$100 Restaurants
Left to split: $100 (must be 0)
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Yes please add this feature! I miss Mint's hidden option
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In Mint I could split a transaction, and mark half the transaction as reimbursable or exclude part of the transaction from the budget. In Quicken all or nothing is excluded. I'd like the ability to be able to split a transaction and exclude part of it.
For instance I go out to eat and pick up the whole tab, my friend pays me back $20. I can split off the $20 and have that not affect my budget.
On the same token if I tag something as reimbursable, It would be nice if that automatically excluded it from budgets (or the ability to make any tag automatically exclude things from budgets.
I came from Mint.com. I used mint.com for about 15 years. These were features that were on that platform as long as I can remember. I am sure now that Mint is closed many came here. This would probably be a welcome addition to many people that came over!
Thanks,
Caleb
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great news that this is a planned feature now.
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Rob Wilkens4 -
Hi Rob - how did you find out this change was in the works? So glad to hear it btw!
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@MCStraight, we updated the status of this Idea post earlier to "Planned"; you can see it on the very first comment in this thread (page 1). 😀
-Coach Natalie
-Coach Natalie
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Excluding certain splits from a transaction would help me keep my "Spending Plan" accurate. Currently, if I split and exclude the transaction, my part of the Spending is not accounted for.
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This feature can't come soon enough!
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