Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

124»

Comments

  • bbertchie
    bbertchie Member ✭✭✭

    Have the ability to exclude from spending plan and or reporting on split transactions. Currently, it is all or nothing on the transaction. I'd like to ability to exclude part of the transaction that is a split.

    For example, I have a $100 charge. I split the transaction between two different categories. I want $50 to be excluded from spending plan and the remaining $50 to be included in the spending plan

  • please add this feature! +1

  • +1 to add this. Super frustrating and time consuming to get good data without it!

  • +1

    I have multiple transactions that may be partially HSA reimbursable for example and I wouldn't want to include in reporting.

    I also have part of my income coming from expense reimbursement which would be nice to exclude with the expense transactions I exclude.

  • please add this ability.

  • SRC54
    SRC54 Superuser ✭✭✭✭✭
    edited December 2024

    This will be particularly good when you have part of a transaction that is a transfer such as cash to a cash account. Scenario. You get $100 cash at the grocery store. This is not an expense. Right now you have to include it all or none of it. My inelegant solution is to put down $100 as an expense to sundries and then go to the cash account and add it there and subtract it from sundries. Thanks for confirming this is coming!

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009

  • EL1234
    EL1234 Member ✭✭✭✭

    If you've got a Cash account you can set the category of the split to Transfer > Cash, then since it's a transfer it will automatically be excluded from your spending plan.

  • Hello, EL1234, I added a Cash account, and made it a "Asset" category. Now, it appears that I actually have that amount of "excluded" expenses as an asset, when really it's an expense. However, it allowed me to send the other split expenses to their proper category. So this is a convenient workaround. Thanks.

  • Dandy
    Dandy Member

    I often have a purchase where I will pay for a friend and they will reimburse me their portion later. I normally will split the transaction to show the amount they will reimburse me for to differentiate it from my own expense. I'd like to be able to exclude just that split from my spending plan and reports since I don't consider it a personal expense, but it currently only allows me to exclude the entire purchase.

  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @Dandy,

    Since there is already an existing request for the functionality you're asking for, I merged your request with the existing one. This functionality is already in Planned status, but we do not have an ETA for when it will be added. Please bookmark this thread, since any updates, once available, will be posted here!

    Thank you!

    -Coach Kristina

  • EL1234
    EL1234 Member ✭✭✭✭
    edited January 19

    I have a relative for whom I often purchase things online and then get reimbursed. What I did is I created a manual account for them. When I order something for them, I categorize the transaction (from my credit card) as a transfer to their account. This creates a matching transaction in the manual account. The two transactions don't count in the spending plan since they are Transfers, and the "Account Balance" shows me how much I am owed. When I get reimbursed, I categorize that transaction in my checking account as a transfer to their account as well, and a matching transaction is created to cancel out the amount I am owed.

    This works beautifully with Splits as well (let's say I order a few things at once and some are for me and some for them) - since you can categorize each part of the split separately, only their portion is included in their account and hidden from my spending plan.

  • Users have been asking for this for years, other apps have it, pretty sure mint had it - why hasn’t it been in an update?

  • lucky1515
    lucky1515 Member

    Would really make a difference in my day to day planning and financial organization. is there an update as to when we can expect this update to be implemented? @Coach Natalie

  • WJB
    WJB Member

    +1. seems obvious especially when dealing with paychecks.

  • any updates on this much needed feature?