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

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  • MichaelJohn984
    edited February 25
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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]

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    edited February 25
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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

  • DavidB
    DavidB Member ✭✭✭
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    Agreed

  • Jillvee
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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.

  • ajbopp
    ajbopp Member ✭✭✭✭
    edited February 27
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    @Jillvee

    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 2022
    Money talks. But all my paycheck ever says is goodbye

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
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    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
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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.


    Rob Wilkens

  • aolafsson
    aolafsson Member ✭✭✭
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    +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.

  • NB1
    NB1 Member
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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.

  • MLX2000
    MLX2000 Member
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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

  • reebee728
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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.

  • dcbaker77
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    Unable to continue using simplifi as this simple feature is missing.

  • kamone33
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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.

  • EL1234
    EL1234 Member ✭✭✭✭
    edited March 22
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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)

  • erebusnux121
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    Yes. We need this feature.

  • reek
    reek Member
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    Please launch this! For me, It basically breaks using Quicken not having it

  • db84489
    db84489 Member
    edited April 9
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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 :)

  • Sarafin2334
    Sarafin2334 Member
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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.

  • collin.snow
    collin.snow Member
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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.

  • kmb
    kmb Member
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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.

  • Cloudhopper
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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.

  • EL1234
    EL1234 Member ✭✭✭✭
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    If it's categorized as a transfer it should be automatically hidden from the Spending Plan.

  • NB1
    NB1 Member
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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)


  • BrandyBowmaster
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    Yes please add this feature! I miss Mint's hidden option