Split transactions in the Spending Plan (edited)

rebekah
rebekah Member

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

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    Answer ✓

    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.


    Rob Wilkens

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    Answer ✓

    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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