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

I looked like there is quite a bit of interest in adding the ability to split categories in recurring transactions. I agree that since it is already an option in the software for regular transactions it would be relatively simple to make the change in recurring ones as well.

It seems unconscionable that this is not on radar for being accomplished. Simplifi is losing users because a commonly available feature is not even being considered at this time.

Any update on this? Just switched over from Quicken Desktop and running both for a while to see which I prefer. Too many glitches in Desktop and not enough features with Simplifi…

I have a need to connect a recurring transaction to a part of a split transaction. The reason for this is a recurring income (monthly) which comes via check. If I ever deposit more than one check at a time, I need to Split the transaction to categorize the different checks in the deposit. However, I can't link the specific check to the recurring income transaction.

Upvote for recurring split transactions, this is something that keeps me from recommending Simplifi. Payroll, insurance, loans all need to remember split transactions.

@MinB That is correct. It is still not possible to split recurring transactions. Apparently, the feature was submitted for "review" near the end of 2022 (per the status update on this thread).

@Coach Natalie are there any updates you can share with us on this very requested feature? Thanks!

I doubt the issue is difficulty. Rather, I suspect it's a matter of prioritization. There are a lot of features that various users say "this should be easy," but collectively it's hard to do all of those things at the same time. Decisions have to be made about "this before that."

Many of those decisions involve aspects of the system we never see, issues that are found by the internal QA team that prevents a new release no matter what it contains, for instance. Or heavily requested features that don't exist yet, or even important things that are not requested as much (re-vamping the entire code base to significantly improve performance comes to mind).

Remember, it's easy to say "this should be easy" and "this should be a priority," but we don't get to see the project's work backlog (nor should we) and, in my opinion, it is not appropriate as a user to stamp our foot and insist that we get what we want right now (or even by some arbitrary deadline).

All that being said, my own priorities for changes (based on what little I know) is as follows:

1. Make the cash flow report reflect what I actually project to spend, rather than just income, bills, subscriptions. (My primary reason for having a banking app like this is to see what the future looks like. Without a clear picture of the future, I can't make reasonable decisions in the present. Not including Savings Goals or Planned Spending in the Cash Flow gives me a very blurry picture.)
2. Make Savings Goals actually present correct information, rather than the erroneous information they do now (anything that shows incorrect information should never have been published to begin with, but if it is, it should be a huge priority to change it so that it's correct).
3. Allow me to split scheduled transactions. (It may be even a lower priority than 3 for me personally, but I haven't put much thought into it - it's annoying, but not a deal-breaker to me like the first two items. By that I mean that without being able to split, I can still account for the full amount of what I intend to spend, so that I can see an accurate reflection in the Cash Flow report. Having to edit the transaction after it's complete to note the separate categories is a bit of a time sink and I wish I didn't have to do it, but I'd rather do that than have an incomplete cash flow report as it exists today.)

It's actually only the third most upvoted. This idea post has only 65% upvotes of the second place idea, and 57% of the top vote getter. Just 30% of the top two idea posts combined.

Not that this means something. It doesn't. We don't know what we don't know. They might be needing to devote significant effort toward reducing data transfer costs, or current (or planned) regulatory issues., or who knows what.

Yes, please. I did the splits twice until I figured out that trying to set up a recurring income transaction would erase the splits!

Please implement splitting categories on recurring transactions or series!!

I agree with others. Recurring transaction series need to be able to be split