Exporting Split Transaction Omits Tags

Simon Jemani
Simon Jemani Member
edited June 2022 in Report a Bug
When exporting transactions that are Splits, the tags don't end up in the CSV file. The export of a two item transaction for example appears as three rows (OK with that) and the first row contains "SPLIT" as the category field, the name of the tag if the same tag is used for both items of the split transaction and is empty if the tags used a different among the two split transactions. And the note appears on the first row only and not associated with the transaction items.
The second row has the name of the category properly but nothing for the tag and nothing for note field.
The third row has the name of the category properly but nothing for the tag and nothing for note field.
I hope this can be corrected. This causes a problem when the exports are analyzed with pivot tables in Excel as cells that are blank are going to be classified and aggregated as "Blank" in the pivot table as opposed to those expenses being categorized properly. I used tags as the top-level category and category from Simplify as a subcategory in Excel's pivot table.
Please let me know if I've overlooked something. I'd love to add pictures to this post but I could not.


  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited June 2022
    Hello @Simon Jemani,

    Thank you for reporting this behavior to the Community, although I apologize that you're seeing an issue with Tags exporting from Simplifi.

    It looks like we have an ongoing issue regarding Tags not exporting properly for split transactions, and the ticket is still being worked on with no ETA on a resolution as of yet. With that said, however, I am following the ticket and will be sure to let you know as soon as there's an update. 

    I hope this helps!

    -Coach Natalie


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