Splits Redesign: Share your feedback here!

Digital Nomad Wrote: "Additionally, the amount 'Left To Split' was previously automatically filled into the bottom empty category. Now, I need to make another selection to have it filled, and the 'Add Left to Split' doesn't even add the balance to the existing bottom category; it just makes a new one. This causes me to delete the last category I just added, before then renaming the one created by the button action."

The way this feature is supposed to work is when you click the Add Left To Split button, the Left to Split Amount is added to a row without an amount whether it's the first or second row. If the amount field is filled in all rows, then it will create a new row with the Split Amount. There might be bugs in this area so possibly Digital Nomad ran into one of these situations. In any case, I think, if working properly, this will work like most people expect.

Gideon wrote: "I'm disappointed this update seemingly still does not include the ability to split transactions over multiple months as described here"

Gideon, tell me more about how this would work for splits or what you're envisioning. Theoretically, a split represents a single transaction like a purchase at Amazon that you simply want to break up into individual components because the purchased items have different categories. As far as we think of it, it's not designed to represent a recurring transaction or bill. I think what you're really asking for is the ability to define an annual bill like possibly property tax or some subscription service and to break it up into a monthly occurrence in the Spending Plan so you can break this up and "save" a little each month. We're well aware of this feature request from customers and are looking into it. In any case, if you are speaking about splits, can you tell me more about how you think this should work?

P.S. I also just commented on quicksmash comment which was similar to yours, so please also read my reply there.

quicksmash wrote: "Would we be able to add a date picker for the transaction? For example, paying a bill in advance or something where a large transaction can be split and assigned to two different months. More control to maintain report & trend accuracy."

MSF wrote: "It would be really helpful if you could change the dates for the separate splits. Right now, they can only be split up within the same month, and more often than not, I need to split transactions up over several months. It's pretty frustrating because it really skews my budget without that feature."

quicksmash and MSF, currently as we think about splits, we think of them as occurring on a single transaction that happens on a single date. Transactions that occur on different dates would be 2 different transactions with 2 different split lines. Conceptually, we will never add multiple dates to a split line because it doesn't fit our concept of what a split is.

With that said, that's not to say that what you're asking for isn't something we wouldn't support, but it just might be handled differently in our product. Tell me if I'm wrong, but what I believe you're asking for is similar to Gideon which is you'd like to split up a single annual or semi-annual bill into multiple transactions to potentially "save", "budget", and "track" that money to pay for that large bill such as property tax or something like that at the designated time. A lot depends on how you handle this. I, personally, transfer money from my checking account into a savings account to save for my property tax monthly so I have an actual transaction that I can use and track. I believe we're investigating how you might be able to do this virtually in the Spending Plan. If this is the use case you are asking for, I think you'll be happy later this year when we add additional support for this scenario but it's not something we'll support in the Transaction Split feature which, conceptually, is a different thing.