Recategorize multiple split categories

RoyMath

I would streamline making changes to split categories when needed.

Coach Jon

Hello @RoyMath,

Thanks for reaching out! I went ahead and changed this idea post to a discussion so we can determine what exactly it is you are asking for here. What specific changes are you referring to?

Thanks,

Coach Jon

nogorman

SPLITS are the biggest need for Simplifi!

On Mint, I could split the transaction with: separate dates, separate payees/categories & separate tags & notes.

My old Mint splits were merged and I can't separate by date, or notes, or main Category/Payee.

Please fix.

Coach Jon

Hello @nogorman,

Thanks for reaching out! We do have a couple of idea posts you may be interested in voting for and following:

https://community.simplifimoney.com/discussion/8321/ability-to-assign-different-payees-to-split-transactions-edited

https://community.simplifimoney.com/discussion/966/split-transactions-should-be-treated-as-separate-transactions-2-merged-votes

https://community.simplifimoney.com/discussion/75/split-transactions-add-note-field-to-each-split-1-merged-vote

Hopefully, these are what you are looking for! As for tags and categories, this can already be done using the splits feature in Quicken Simplifi.

Thanks,

Coach Jon