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

+1 on this request. This feature is vital for me and is the first thing I look for in a budgeting service.

The only part that matters to me personally is the ability to change the date on each split of a transaction. I find myself doing this multiple times a month for a multitude of reasons. Luckily Simplifi's "Savings Goals" eliminates one of those uses, allowing a way to split annual transactions into monthly contributions.. However, I use this feature to fill in unused funds from previous months throughout the year and countless other reasons that come up as life is quite unpredictable.

Here's a quick example with Mint. I've automated as much of my bills as possible, but this one slipped through the cracks and I forgot to contribute 100 to my brokerage account last month. This month I contributed 200 because I assumed I could assign one of the splits to last month.

Before:

After:

@Max1223 For the notes idea, please add your vote here.

Not sure what you want to confirm, but I'd like to see all the Split transactions as separate lines in the Transactions tab vs having them show —-Split—-

+1 upvote on this.

Just used "split transaction" on an Amazon order the other day and exported as CSV to see how it was handled…. I was blown away by the absolute mess of how it is handled in export… The main transaction shows $0 (With all the key info on), then the legs under it with the actual amounts show NO KEY data fields (Except the category, but that's only one piece of the puzzle).

This could be worked around in excel if you create a separate table to fill in the blanks, but it is fully dependent on the sorted order and just does not make sense from a data standpoint to rely on this. From a product that literally is all about data management, this completely blows my mind that the transactions are exported like they are.

Inheriting the date, account and notes, etc is a must have. if you are exporting the data into excel and summarizing your data, the "orphaned" records make the entire "summarize in excel" a non-starter.

coming over from mint. Would really like to be able to split a transaction and apply the separate parts to separate recurring subscriptions.

Use case: Apple bills two or three (variable) recurring App Store subscriptions in the same transaction. I’d like to be able to set them up independent of each other in simplifi.

Here is where Split Transactions in Simplifi is broken.

In Reports, splits show the total and not the split amount:

1. View a report
2. Click on a category that contains a split
3. You'll see the split and the TOTAL amount of the transaction, but
4. NOT the split amount that contributes to the category.
5. NOT the category itself, it just shows “—split—“

While the total $’s add up correctly in the charts, the line item view is wrong by showing the total transaction amount and not the split.

@Coach Natalie @UrsulaA @RobWilk thoughts here?

You are referring to point 3 in my notes. I have to disagree about expected behavior. I think the expected behavior after clicking a chart with a specific category e.g Groceries, you would see the matching Category Grocery in the table and the amount of that transaction. NOT the total of the non split transaction and not see the category itself. Yes, I can click into the transaction to see the detail, but that doesnt make the table view accurate as the table reflects the total non split amount, that doesnt match with Groceries for that line item.

I think being able to see splits as separate transactions would have allowed my expected behavior per the title of this string.

Where are the instructions for simply Splitting a transaction? This thread started in 2020 and somewhere in the intervening three years it was explained but I seem to have overlooked this as this thread started into the separate issue of data/exporting/Excel. I would like to simply split a transaction, for now.

Thank you. I rarely Open a Transaction but sure enough, there it is. Thank you