CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)
From a post from @dsfreddy
dsfreddy Member ✭✭November 2023 edited November 2023
Have not found an explanation by Simplifi of the purpose of its split functionality. I am not sure a one to one correspondence between the list of transactions in Simplifi (called the register by some?) and what I'd see at my banks website is a fundamental requirement. My request is that split transactions, when exported, inherit traits from their parent record. Here is what these look like now:
account
state
postedOn
payee
usage
category
tags
notes
amount
Credit Card 1
CLEARED
9/28/2023
Our Dentist
SPLIT
$0.00
Health:Dentist-Jack
-152.42
Health:Dentist-Jill
-152.42
Checking 1
CLEARED
7/31/2023
Atm Wthdrwl On 07/31 @ 11:09 Us Debitcard, Pos, Withdrawal, Processed
SPLIT
$0.00
Cash & ATM:ATM-Jack
-60
Cash & ATM:ATM-Jill
-140
These child records should inherit account, state ("status" in transaction detail), postedOn ("date"), and payee from their parent record. It makes no sense to create a CSV file without that information. Displaying these child records in the transaction list is another matter. Not sure I care either way about that.
I would like to see this idea implemented without separating split transactions into individual/separate transactions.
Request is for child split records to inherit details from parent transaction records: account, state ("status" in transaction detail), postedOn ("date"), and payee
Original post below.
https://community.simplifimoney.com/discussion/comment/20872#Comment_20872
[edited title]