Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)

Where do we leave feature requests like this .. this should be a standard feature

[removed - unofficial product info]

@TiggerTrainer

Are you familiar with the film "Tora! Tora! Tora!" by any chance? It's a dramatization of the events leading up to the attack on Pearl Harbor. As is also historically true, there are two men assigned to a mountaintop to operate a newly-installed radar system. When they get the first blips "on their radar" from the approaching Japanese aircraft, one of them calls it in to report it. The lieutenant tells him that what the two privates are seeing "on their radar" is probably just an incoming flight of B-17s from the mainland. So he tells the two men to disregard what they are seeing "on their radar". The private up on the mountain shrugs and hangs up, he tells his partner that they've been directed to disregard what's "on their radar", and they both leave to have breakfast.

Having something "on your radar" means only that you know that it's there — not what you intend to DO about it. Thus far, Quicken has said only that the feature has been "submitted for review". That doesn't mean that they are performing such a review. It doesn't mean they have a time frame for when that review might start, or how long the review might take once it begins. It doesn't even mean that they intend to perform such a review at all.

After six years, I would say that in all likelihood, we are now more likely to see competing applications implement AI-based features where you will be able to tell the application in plain English that you expect such-and-such a transaction once a month, and when it arrives, you want it to be split in a particular fashion — ChatGPT, for example, already has features that are similar.

Simplifi is becoming the Eudora of personal finance apps.

You make a good point. If Simplifi does not make the choice to catch up, they will be left behind. That said, within the last year I tried several competing products and while they all have their positives and negatives, I like the Quicken (Both Classic and Simplifi) infrastructure. If they could just implement a few things they likely would grow their customer base much more.

I know. All of the personal financial apps have weaknesses. You have to decide which ones are more tolerable for you personally. Right now, I’m using [removed competitor mention]. While I do consider it superior to its competitors, I would never say that it’s perfect! :-) I give it about a B, maybe a B-plus. That’s not great, but I’ve tried several others, and I wouldn’t give any of them much more than a C.

I think for me, my confusion is that if splits are available for new transactions, then the data structure should allow for reminders to just use the same interface and data retention. I know I am making things too simplified, but if you keep it simple I am unsure why it is so hard.

I had a similar issue last week, deposited two checks at an atm. Each check corresponded to a certain planned income. There's no way to attach each split to the series, so I had to just dismiss one of the reminders, connect the other reminder to the deposit, and then set up the splits. (If you do the splits first and then connect the transaction to the reminder, it wipes out the splits.)

Quite annoying since it means I can't rely on looking at the series history. To see the income history for that job, I instead need to search for the payee name (and I have to put both names into the "Payee" of the deposit).

"This is basic functionality for an app at this price." Agreed. Hopefully they will be able to address this soon. I would be interested to pull together a listing of functionalities that we expect to be in the app at this point. Not that it will change anything, but it would be interesting to see things together.

I love Quicken, but Simplifi needs to catch up.

Add split option for all Bills and Reminders Series and it should carry forward to bill and reminder like in Quicken Classic

Quicken Kirby - thanks for the update; I appreciate it.

Hi @Quicken Kirby

Glad to hear that you're working on splits! The ability to show the lines in the register was a pleasant surprise. For me, the biggest thing I'm missing is the ability to connect part of a split transaction to a recurring reminder.

I usually deposit checks at an ATM, which means that I get one transaction which needs to be manually split into the various checks. These could be paychecks, refund checks, gifts, and more. Since you can't connect a reminder to part of a split, I need to either dismiss those reminders (mostly for paychecks), or else if I'm not in a rush, I'll process multiple separate deposits for each check so that I can connect them to the correct reminders.

While it works, it's kind of a pain in the neck, and if Simplifi would add this ability it would be super helpful!