Can you please improve the experience for people who itemize their paychecks?

jcm1066

I've been using this product since the start of the year. Overall I like it, but it pales in comparison to Quicken desktop for tracking paychecks. I file quarterly so I MUST be able to track easily how much I've had taken out in taxes and so on. It is impossible, as best as I can tell, to set up a recurring paycheck with itemized categories. I have to fill them every time. In addition, the sum feature doesn't work well. When I enter my salary and then begin entering deductions, the salary amount changes. Stop doing that! And then when I try to link a reminder to an itemized paycheck, it deletes all of my categories and reverts it back to "salary." Again, stop doing that!

Coach Natalie

@jcm1066, thanks for sharing your feedback with the Community!

I'd suggest adding your vote and feedback here for the ability to create splits for Recurring Transactions:

https://community.simplifimoney.com/discussion/98/using-splits-multiple-categories-in-recurring-transactions-4-merged-votes

I'd also suggest taking a look at our support article here for the official steps on splitting paychecks to track the deductions: https://help.simplifimoney.com/en/articles/5983781-how-to-track-pre-deposit-paycheck-deductions

For the last item you mentioned, we suggest linking the transaction to the Reminder before splitting it, as linking it to the Reminder will change the Payee and Category to match that of the Recurring Series. Our #TipTuesday here has a bit more info on this:

https://community.simplifimoney.com/discussion/2936/tiptuesday-using-splits-in-the-spending-plan

I hope this helps!

-Coach Natalie