New Feature Alert: Split Transactions in Reports, Watchlists, and the Spending Plan!

Coach Natalie

We have redesigned the Transaction Activity areas of Reports, Watchlists, and the Spending Plan to better accommodate splits! Instead of seeing a single transaction that shows "Split" for the Category, you will now see individual lines for each split. This means that if you filter a Report to a specific Category that's included in a split transaction, you will only see the portion of the transaction that applies to the Report, and your transaction totals will match the Report total!

This ability will only be available in the above-listed features; you will not see it in regular transaction registers. This ability also won't allow for things like applying different dates to each split line or being able to exclude just one part of a split transaction, etc. But it will make looking at the transactions in your Reports, Watchlists, and Spending Plan a lot more consistent with the numbers you see!

This new design is currently available in Early Access on both the Quicken Simplifi Web and Mobile Apps. There will be a delay in seeing it in the Spending Plan on the Mobile App; we will keep everyone informed of updates regarding this.

As always, we'd love to hear any feedback or issues from users regarding this new feature! Please let us know what you think in our feedback post here:

https://community.simplifimoney.com/discussion/9800/split-transactions-in-reports-watchlists-and-the-spending-plan-share-your-feedback-here

Coach Natalie

This feature is now live for everyone and is also available in the Spending Plan on the Mobile App as of the 5.10.0 Mobile Release.

We hope everyone enjoys the changes!