Split transactions in the Spending Plan (edited)
Hello! If I split a transaction, does the Spending Plan correctly put each portion of the split into the right 'bucket'?
From my experiments it seems like this doesn't work, but maybe I am missing something..
For example, if I write a $150 check and split the transaction so that $100 to go to my electric bill and $50 goes to groceries budget, will the Spending Plan correctly reflect this?
Thank you!!
Best Answers
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I believe the spending plan reflects this properly, however if you look under the category in the spending plan, it will show the 'whole transaction'.
If I'm wrong, then I might agree that it might be broken.
It's easily verfiable, but i don't have any recent split transactions to check with.
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Rob Wilkens0 -
I have some recent splits. The amounts show in the corresponding categories in the spending plan, even though the transaction is listed with the —-SPLIT—- in the category.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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