Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)

SRC54

It's really needed for paychecks.  I am sure someone else mentioned it but I shall again.

thyndman

Please add me to the list of those needing this feature.  Quicken taught me how important it is.  Seems it should be part of Simplifi.  I cannot recommend this product without this feature.

djjstew

Thought I would move to a modern app from the old clunker Quicken but is this really the modern app? No recuring splits for paycheck and not even on the roadmap? No investment transactions? Guess I will check other apps and/or check back next year.

krames

This suggestion has been around for quite a bit!  It's at the top of my feature wish list from simplify. 

My use case revolves around splitting my insurance bill out into homeowners, auto, and personal article amounts.

I would appreciate it if someone could prioritize this or add it to a hackathon. 🙏

harinath

Strongly support this feature request. Implementing this feature would also potentially address a related feature request - https://community.simplifimoney.com/discussion/2711/need-copy-paste-or-ability-to-duplicate-transactions-with-multiple-split-categories-edited#latest

JayT

Simplifi development team: This feature request has been around since late 2019. It really needs to finally get on the roadmap as this is a very necessary feature for a modern finance tool and would be beneficial to all levels of users (both simple and complex). It's been very tedious to manually split paychecks and insurance bills every couple weeks. Please escalate this feature request, if possible. Thank you!

wallywanna

Ie, Salary Net = $10 
This is made up of two splits: Salary = $12, Tax withholding = -$2

thyndman

Why hasn't this feature of the PC version of Quicken not been added to Simplifi?  This is a no brainer and would greatly enhance your product.  I waste lots of time correcting paychecks etc. to split these recurring transactions.  Please make this enhancement available ASAP.  I cannot recommend your product without it.

Blgeiger

The inability to have recurring splits plus the inability to make investment transactions really limit the value of Simplifi. These both should be implemented asap - no more voting needed for such basic features. 

FamilyShrink

Count me in as well. 

JayT

Any updates from the product team on this request? It would be great to hear its at least on the roadmap. Thanks!

Coach Natalie

Thanks for reaching out, @JayT!

Sadly, there's no update to provide on this request as of yet, and I'm not sure that it's on the roadmap either. With that being said, however, this request is at the top of my list to get an update for, so I'm hoping to have an answer/update for everyone within the next few weeks. 🤞

-Coach Natalie

Vince

New to Simplifi and surprised this is not already supported. The app really needs this. Splitting transactions like paychecks is a core capability. I can't track my paycheck by category without updating it by hand, which is a big pain. Each paycheck splits into 15 categories. Not sure how long I can put up with doing this by hand each time.

Tice-Tice

This is DEBILITATING to not have this feature. Please, prioritize the development if it!! 

rthompson

It is sadly missing to be able to create splits in recurring transactions

JayT

Coach Natalie said:

Thanks for reaching out, @JayT!

Sadly, there's no update to provide on this request as of yet, and I'm not sure that it's on the roadmap either. With that being said, however, this request is at the top of my list to get an update for, so I'm hoping to have an answer/update for everyone within the next few weeks. 🤞

-Coach Natalie

@Coach Natalie any update from the dev team on this feature request? Thanks!

Coach Natalie

Hello @JayT,

Although there is still no update to provide on this request, it has been submitted to the Product Team for review. Please be sure to continue following along here, as this post will be updated accordingly as soon as we receive any news.

-Coach Natalie

jaarso

I would like to add my vote for repeating splits to eliminate the manual chore of splitting my mortgage payment and paycheck.

JVM

As a long-time user of Quicken, I used the split transactions feature for my paychecks. I entered the gross amount and deductions for taxes, insurance, etc.  By doing this, I was able to track the total for each of those deductions. I suggest that Simplifi add option to create split recurring transactions. 

ByJam

This is a feature I would like also.

krames

It is a little frustrating that this request is taking so long to get this prioritized. It is one of the oldest issues and has the most up votes. Just surveying a handful of comments, they seem to stress that this feature falls in the must have category.

Can you press product to determine if it will ever get on the roadmap or get them to provide some rational as to why they will not do this?

All that being said, I appreciate your diligence over the years to push for this issue @Coach Natalie.

Thanks!

Kyle

smrtrich

Count me in as wanting this enhancement as well.  Coming back to Simplifi after a 1 year away.   Setting things back up and this was the first issue I had.

Liza Dean

PLEASE add the feature that would allow you to set up a recurring split transaction bill

Donni

I was a Quicken user from the original version back in the 90s until 2021 and cannot for the life of me figure out why Simplifi doesn't support splitting transactions across the board. Please do something about this. Split transactions are a necessity everywhere.

JayT

@Coach Natalie any update on this feature request? We now have 100+ upvotes for this feature to be added which shows a lot of interest. Thanks!

Coach Natalie

Hello @JayT,

Thanks for reaching out!

If you navigate to the very first post in this thread, you'll see that this Idea was submitted to the Product Team for review just a couple of months ago:

Once any further news becomes available, we will be sure to update the Idea Status accordingly.

-Coach Natalie

JayT

@Coach Natalie Well, I honestly missed that update at the top of the thread! Thanks for pointing that out. I am excited to see the feature has been proposed to the product team, its been a long time coming.

Thank you for your support! It is much appreciated.

wiltap

In Quicken I can set up a paycheck and when my transaction comes in I can match it.  The splits are maintained.  I would like similar/same functionality in Simplifi.

SalC

I have a monthly payment for bundled home/auto insurance and it's a split transaction every time. However, I have to split each payment manually because the split won't be automatically recorded, even though it's a recurring transaction. It would be great if the recurring split transactions recorded everything automatically. Quicken does this, I know, and I'm sure other personal finance software does as well.

Commish

This should be a pretty standard feature. This is greatly needed!