How to split transactions with rows
I thought this would be easy - guess not -
I have an existing/cleared transaction -
clicked on Edit - clicked on Split - now entering the lines.
BUT - don't understand the math….
$3,519 - is the gross amount, and the rest should be "deductions" resulting in the $2,922 net -
BUT - can't enter the deductions with a "-"
SO don't even know how or where the $2,922 is getting entered - doesn't appear calculated ?
Best Answers
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In addition to the link provided by @Glimmer3721, here are the official steps for splitting transactions in Quicken Simplifi:
We are working on a splits redesign, so hopefully the functionality will for everyone improve down the road!
-Coach Natalie
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What I noticed with this Amazon payment transaction -
As I went thru the Split rows - the top level Amount NEVER changed to reflect the amounts in the rows.
It was "fixed" - and it seemed like the "last" row touched was responsible for making up any differences in the total math to match the top Amount -…..
Don't think this is the way the math should work - by keeping the top Amount "fixed",
and randomly changing the "entered" row Amounts to match - or - keep it fixed, but then do the math in the added rows… we need to see the "difference" somewhere.The rows amount changed for the first 2 rows as you cascaded down -
but then no longer updated as you added a new row…. it only worked for the default 2 rows -
SO - you have no idea if you are missing rows & amounts to equal the total at the top.
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The only issue I maybe see with the top row being the only one added/subtracted from: Is what happens when the top row is edited (it happens), where would it take the difference from? itself?
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Rob Wilkens0 -
well - if it all was done correctly - and yes - Splits are complex and difficult to implement -
The line item rows should total the top number, which is now calculated from the line item rows -
Also the top level Category should be replaced with a "split" text,
indicating the line item rows now supersede all single transaction entry data -And to your question about changing the top level Amount - this is what should happen -
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yeah - that's what I detailed above -
but doesn't appear to do any math calc against the top Amount -
AND I was not able to enter and retain a negative number for the deductions -
even the Help example says they are "negative" but they are displaying as "positive" -I also added a last empty line item row $0.0 -
and THAT ROW will now catch any differences in total amounts… vs messing the others -0 -
And again - even in your example - what is NEGATIVE and what is POSITIVE -
How to tell the difference between Paycheck and Taxes - they are ALL displayed as Positive numbers -
Nothing shows as "-" negative or "red" - as you would expect -
and the Quicken comparison - either show the line items as "negative" or "red" or both -
AND - lastly -
if you EXPORT our single example transaction,
the appropriate Split "deduction" amounts have a "-" minus sign in the CSV,
except for the positive $3,519 income related amount.
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@ps56k, it's based on the Category — Income Categories, such as 'Paycheck' will be for a positive amount, and Expense Categories will be for a negative amount. The other way you can input a positive number is by placing a plus (+) sign in front of the amount.
If you'd like to see a change surrounding this, you're welcome to create an Idea post:
I hope this helps!
-Coach Natalie
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Any suggestions on how to approach applying Splits to previous transactions, downloaded as single line item transaction - but now being modified with the Splits ?
Was thinking of a Copy/Paste of the Split transaction - but don't see that feature as avail in Semplifi -
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@ps56k, here's a request for that. 🙂
-Coach Natalie
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yeah - just ran into this after downloading our bank transactions and then edit one for Splits and now need to go back and change all the other downloaded transactions
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