Split Transactions - Different Dates

mnrl

I'm a previous Mint user. I used to split transactions and move one transaction forward. For example, let's say I pay $100 for my kid's baseball signup and the season is during March and April. I want to split that transaction so $50 is applied in March and $50 is applied in April, for budgeting purchases. This is a major feature I used in Mint and would love you to add it!

Coach Kristina

Hello @mnrl,

Thank you for reaching out to the Community with your feedback! While this functionality is not currently in Quicken Simplifi, there is already an Idea post requesting something similar:

Split transactions should be treated as separate transactions (2 Merged Votes)

bcrossman

Sep 9, 2020

I love the ability to split transactions (it's a "must have" feature for me!) and the ability to separately tag portions of a split transactions is great. But Simplifi would be improved if the split portions of a transaction were treated as separate transactions. Even if they appeared as a single transaction when viewed in Simplifi (as they do now), treating them as separate transactions would solve some of the problems others have identified when exporting transactions. For example, currently, when exported, split portions of a transaction do not display the payee, date, or tags. If they were separate transactions, this information could be displayed for each portion of the split transaction, so that it would not have to be re-entered into the exported file.

Mint has long treated split transactions this way and I see that today Monarch Money added this feature, too. It is more intuitive this way and avoids lots of headaches when dealing with exported files. I hope Simplifi will consider revising how it deals with these split transactions.

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I recommend taking a look and adding your vote if it's something you'd like to see implemented in the future. Idea posts that get enough votes may be implemented in the future.

If the above Idea post doesn't cover what you're wanting to see, then you can also create a new Idea post. For instructions on how to do that, please click this link.

I hope this helps!