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

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Comments

  • Sugarskull
    Sugarskull Member
    edited November 11

    Without the ability to split out transactions, I am unable to match them with a Subscription or Bill in the recurring spending plan area.

    Example:
    Recurring bill 1: LinkedIn
    Recurring bill 2: EverAnd

    Bill comes in 1 charge through Apple. However splitting the transaction does not allow me to link the recurring with the bill. I can only cover 1 of them. Sometimes they come in together through Apple, sometimes they come is as separate transactions.

    Please make this a priority feature!

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    now that I switched to Apple I have similar issues as above. Voted yes now


    +1


    Rob Wilkens

  • TimR
    TimR Member
    edited November 16

    This is a must have for split transactions, Mint and [removed] have it, why not Simplifi.

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    Mint doesn't have it. Mint doesn't exist.

    You can split transactions here, but they're not treated as separate, it's unclear what the benefit of that would be -except- that Apple combines charges (royal pain) meaning sometimes you have 2+ subscriptions billing as one charge (and sometimes not!).


    Rob Wilkens

  • Mercs
    Mercs Member ✭✭

    The benefit would be to be able to categorize them as different merchants, assign them different flags, and exclude them separately from reports/spending plan none of which we can do now. If a friend sends me a Venmo for 2 meals, I'd rather have it categorized as the 2 different restaurants so it offsets the total in any reports.

  • I often split transactions as they belong to different categories. Like Groceries that have pet supplies and home supplies as well as food. This luckily doesn't impact the bill and subscription view but it does block me from using notes and tags effectively. So even when a split transaction doesn't require linking to a bill/subscription it would be valuable to treat them separtely to be able to utilize different notes and tags for each.