Is there a way to merge split transactions for recurring income for Spending Plan?
I have a recurring rental income from a tenant for $950 but sometimes he pays in 2 payment of $500 and $450. Current what I have to do is delete one transaction and adjust the other one to $950 to link to Spending Plan income.
Best Answer
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@Archie, thanks for posting your inquiry to the Community!
To clarify, the Spending Plan is designed to count any additional income received throughout the month in the Income section. For your particular case, though, since the item is recurring, I'd suggest linking the extra transaction to the same Recurring Series by following the steps here:
This will allow both individual transactions to show in the Income section of the Spending Plan as linked to the Recurring Income Series, and will keep the transactions in their true state rather than deleting one and adjusting the other one.
Please let us know how this works for you!
-Coach Natalie
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Answers
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@Coach Natalie I was only able to link one transaction to the recurring income. So my recurring income became $450 OR $500 for the month instead of $950.
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@Archie, if you still have an expected income transaction for the month for this Recurring Income Series, you can edit the next Reminder instance or the Recurring Series itself to set the correct 'Next Date' and expected 'Amount'.
-Coach Natalie
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