Split transactions should be treated as separate transactions (2 Merged Votes)
Comments
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I'll also point out that if you are paying with actual cash, you can enter it as two separate cash transactions instead of one transaction split in two.
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I want to also repeat the necessity of this. For example:
I paid my car insurance today. It was for a 6-mo policy. I want to be able to split that into 6 transactions so that the cost of that policy is felt each month instead of just today. And there are other examples as well, where I'm making purchases for things that span months.
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I think I'd be more inclined to use savings goals for that.
Anthony Bopp
Simplifi User Since July 2022Money talks. But all my paycheck ever says is goodbye1 -
Agree, the example of insurance bills over 6 months is a good Saving Goal item.
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I would really like the ability to adjust dates for split transactions, please.
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YES … this is the only thing that bothers me about Simplifi.
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If this has not been mentioned, here is another reason for a true split. Exclude from Spending Plan needs to be part of the Split. As of now, I have to exclude the entire transaction as Exclude from Spending Plan.
- I split a transaction
- One of the splits I would like to exclude from Spending Plan as I have a Goal for that, "vacation" set up
- The other split is just a normal expense
- At the moment, I can only exclude both transactions.
Here is an example, I go to Costco and buy groceries and an Airline gift card. I split to Groceries and Vacation. I want to exclude Vacation but currently cannot.
Help!
Thanks
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This request has been outstanding since 2020, will Quicken ever fix it?
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I find the way split transactions work in Simplifi to be EXTREMELY FRUSTRATING for this very reason. Can we please up the priority on this and get this in the queue? I am just about begging for this, and can't find a reasonable workaround.
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Chiming in, need to have feature for me! Especially on bigger purchases, the ability to space out over time is crucial.
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Once you split transactions, all of the splits are shown within the same transaction (child of main). That only allows me to change categories.
Ideally, the splits will become their own transaction, and that would allow me to change dates on the splits, or make one of the split not count towards summary or reports….in general will provide more freedom.
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Allow users to assign different dates to each split under a transaction. This was a feature on Mint that was useful for expenses with partial reimbursement or taking time to pay off a large transaction.
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not to belabor the point, but that’s also an important feature to me to allow splits with different dates. Case in point - the other day my wife went to the ATM and we had to take out $20 and $60 for different things (crossing months), so she was going to take out $80. I asked her to make it two separate ATM transactions to which she replied “is it for that stupid Mint thing?” (Simplifi, but close enough). For the sake of marital bliss, please add this feature!
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I vote for this feature. It absolutely drives me crazy that split transactions don't show up as two separate transactions, wit their corresponding categories.
Any idea when this feature request will be implemented?
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This request has been out there since 2020 and Simplifi still has not address it???? I'm a previous Mint user and new to Simplifi. I used the split transactions for the first time expecting to see the split transaction amount reported under their respective categories instead as a total amount. It would seem intuitive to show the separate split transaction amount instead of the total. Please correct this. This was a great feature in Mint. At least give us an update on whether this is being worked on.
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Agree with makoberk - I'm a former Mint user and used the split feature all the time. I need to track reimbursements for work and had previously used tags and split transactions to track which part of a transaction should be reimbursed. Now when I pull up a tag, it shows the full transaction so I have to go into each transaction to figure out that portion rather than get a total right away. The only workaround I have found is download a full csv, and sort the month by tag - even then I have to do a step first to copy the main account and payee for each split otherwise when sorted the transaction info is blank so I don't know what the split was for. Not to mention the notes apply to the full transaction when really those notes are needed per split so I know what each split was for. Even the workaround is messy.
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