Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

Hello! My partner and I share expenses, for example, our internet bill. If it's $40, I can split it in Simplifi but I can't ignore/hide her portion of the transaction from my spending plan. I see this is a popular request, and we have to know—-is this feature coming soon?

[Merged Post]

Agreed

@Jillvee

Does this post suggest what you want? If so, you should add your vote there. The more votes, the higher priority it will likely receive.

[removed link to merged thread]

I share a CC with my gf and this would be helpful. It was a feature I used often in Mint.

Please add this feature. I split bills/transactions with my partner and Simplifi won't work for me if I don't have this feature.

I would like to see this as well. We often pay for dinner with friends and then split the transaction with their portion of the meal. Since we cannot exclude the split transaction from our spending plan and reports, we are always over budget for dining and drinks.

Yes. We need this feature.

This is a very important feature for every mint user!! PERIOD! Simplifi is simply not helpful without this feature. Pls prioritize as #1 as all mint users will offboard pretty soon. I appreciate you being open to taking in feature requests unlike others. I assure you once you implement this feature, measure user retainment, daily active users, and user churn, and you will thank all of us requesting this feature :)

I am struggling with the same issue. My work expenses are lumped in with my paycheck. I need to split them off and hide them but there is not ability to hide these transactions in simplify? Its Hide the whole transaction or nothing. This does not work. Please add a feature to hid split transactions individually from reports.

The alternative is providing the ability to hide a category or tag. This was a feature in Mint that we used often. Please add both if you can.

I use split payment for trips to a store where I get cash back. I list the cash back portion as a transfer to my custom account for cash. Its not an expense just a transfer and I would like to keep this out of my budgeting.

I’m looking for a workaround, since this has been a request for 3 years. This doesn’t work for me either.

If the total transaction is $200 and $100 is reimbursed, it seems you would need to increase the total of the transaction which would put you in the same place.

$200 Restaurants

+$100 Restaurants

Left to split: $100 (must be 0)

In Mint I could split a transaction, and mark half the transaction as reimbursable or exclude part of the transaction from the budget. In Quicken all or nothing is excluded. I'd like the ability to be able to split a transaction and exclude part of it.

For instance I go out to eat and pick up the whole tab, my friend pays me back $20. I can split off the $20 and have that not affect my budget.

On the same token if I tag something as reimbursable, It would be nice if that automatically excluded it from budgets (or the ability to make any tag automatically exclude things from budgets.

I came from Mint.com. I used mint.com for about 15 years. These were features that were on that platform as long as I can remember. I am sure now that Mint is closed many came here. This would probably be a welcome addition to many people that came over!

Thanks,

Caleb

Hi Rob - how did you find out this change was in the works? So glad to hear it btw!

Excluding certain splits from a transaction would help me keep my "Spending Plan" accurate. Currently, if I split and exclude the transaction, my part of the Spending is not accounted for.