We need the ability to show discount amounts in split transactions (edited)

RLF01

We need the ability to show discount amounts in split transactions.

Coach Kristina

Hello @RLF01,

To create a split transaction that also documents a discount, you would put the discount in as a positive number (put a + sign in front of it).

The thing that would cause the most trouble would be the free shipping since it won't let you put in a line item for $0. To get around that, you'd probably need to document the free shipping with a tag. Or alternatively, you could document it with a minus and plus transaction (for instance one transaction for the shipping fee and then a positive "discount" transaction for that amount to make the shipping free).

I hope this helps!

Coach Jon

Hello @RLF01,

Thanks for reaching out! Could you provide a little more clarity on what exactly you are asking for here? Splitting a transaction allows you to assign multiple Categories and Tags to a single transaction and Split the amount of the transaction between those Categories. https://help.simplifimoney.com/en/articles/3348103-managing-transactions-in-quicken-simplifi#split-a-transaction

If you could provide more information on what specifically you want for your discount amounts in these split transactions, that would better help us understand.

Thank You,

Coach Jon

RLF01

Hi Coach Jon,

For example I order dog and cat food totaling 3 items. In order to track them separately I split the items pricing them one at a time. Then the seller gives me a discount. :

Items Subtotal: $83.38

Flat-Rate Shipping: Free

@Autoship & Save - 5% off: -$4.17

Sales Tax: $8.55

Order Total: $87.76

How do I make a transaction look like this?