Ability to Split Categories in Category Rules (edited)
Please consider adding the ability to split categories in Rules. Right now, it's just this with just one category...
In my case, I'd like to create a rule for "State Farm" that whenever it's downloaded, it automatically does this split:
Rename State Farm, Inc. to State Farm and auto categorize it as a split of...
- Auto Insurance = $50
- Life Insurance = $25
- Disability Insurance = $10
FYI, these are my two levels of Categories related to insurance. Ideally, I'd like to split them up separately.
Insurance
- Auto Insurance
- Life Insurance
- Disability Insurance
Chris
Spreadsheet user since forever.
Quicken Desktop user since 2014.
Quicken Simplifi user since 2021.
Comments
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This is exactly what I would like to see but for different reasons. My wife is self employed and receives payments from the State. She would like to be able to split the payments
- Business Income - 66%
- Tax Withholding- 33%
thanks2 -
This is a great idea and it would be super helpful. The ability to allocate to multiple categories based on %s would be a big time saver.0
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Simply a plus one; definitely a feature I had used for the past decade or more with Quicken -- would love to see it here also1
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Upvoting this request.
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Create rules to save splits
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Is there a rule to make a split automatically for the same type of transaction/merchant?
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Some transactions are always split between categories. For instance, utilities are split into personal and business for home office, according to a constant percentage. It would be helpful to be able to make a rule to split a transaction every time.
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I have the same frustration for recurring transactions as well. My rent is all inclusive but I categorize individual items, such as rent; electric; water; etc. As such I must create individual planned, recurring transactions for each of those 8 other categories rather than doing it once.
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