CSV exports fail to export split transactions

quick username

When I split a transaction using Simplifi online, the exported CSV lists a split transaction for $0 but the split transactions are missing.

Coach Jon

Hello @quick username,

Thanks for reaching out! I tested this on our side, and I was able to export split transactions as intended. Could you provide a screenshot showing what the splits look like for you in your CSV file for better context?

Thanks,

Coach Jon

quick username

Reviewing the CSV, it looks like the data goes missing in the end because the split transactions do not download with the date or payee listed, so those lines get lost when processing the CSV with queries. The missing data could be tricky to back-populate unless it is guaranteed the splits are always related to the next "fully populated" line above them.

What are the chances that the CSV split lines can be made to include the date and payee so that every line is "fully populated" instead of "redacted"?

Coach Jon

Hello @quick username,

Thanks for the reply! Based on your screenshot, it looks like this is working as intended. However, we have a great idea post you can vote for and follow that aligns with what you want!

https://community.simplifimoney.com/discussion/7974/csv-export-apply-the-details-to-all-fields-for-split-transactions-account-date-payee-etc

I hope this helps!

-Coach Jon

quick username

Thanks for the reference. Unfortunately, referring me to this post feels synonymous with telling me… "don't hold your breath, this isn't going to happen.".

Coach Jon

Hello @quick username,

I can say that many idea posts do end up becoming implemented. Voting shows that there is an interest in the idea, and we definitely take that into account.

Thanks,

Coach Jon

quick username

Alas, but until there is a time frame shared for implementation… what does it mean to the customer?

I think the main point that gives me no hope is that it's considered a "request" and not an actual "bug" that needs fixed. I'm not sure how missing dates and missing payee's can't be handled as a bug with a little more priority.

Coach Kristina

Thank you for your reply,

It is considered a request rather than a bug because Quicken Simplifi is working as intended, but several customers, including yourself, do not like the way it is working. The Idea process is a way for customers to communicate changes that they want to see made to the way Quicken Simplifi works. The number of votes serves as a way to gauge Community interest in a request, and that data does influence decisions about what to implement and what priority to assign.

What it means for the customer:

1. It shows that we are aware customers want to see a change made.
2. It gives customers a way to show what requests they care about (by voting and adding a comment).
3. It gives a way to track the status of requests, since any updates, once available, will be posted to the Idea.

I hope this helps!

dsfreddy

I’d say, at best, it is both a bug and a feature. Leaving attribute values out of the CSV record may be what Quicken Simplifi developers intended (but why?) However, it is a bug to customers. Putting the term “SPLIT” in the CSV category column points towards some sort of kludge. The request to include the parent split info in the child rows has been outstanding since 2020. Until this buggy feature is addressed, I add columns to the CSV download to populate the missing data in the child records. It works for me:

s-account	account	state	postedOn	payee	usage	category	tags	notes	amount
=IF(B2="",IF(B1="",A1,B1),B2)	VISA	CLEARED	5/14/2024	GRILL		SPLIT			$0.00
=IF(B3="",IF(B2="",A2,B2),B3)						RESTAURANT			-27.25
=IF(B4="",IF(B3="",A3,B3),B4)						Gifts			-54.48
=IF(B5="",IF(B4="",A4,B4),B5)	MASTERCARD	CLEARED	5/14/2024	PAYMENT		CHECKING			$200.00
s-account	account	state	postedOn	payee	usage	category	tags	notes	amount
VISA	VISA	CLEARED	5/14/2024	GRILL		SPLIT			$0.00
VISA						RESTAURANT			-27.25
VISA						Gifts			-54.48
MASTERCARD	MASTERCARD	CLEARED	5/14/2024	PAYMENT		CHECKING			$200.00