Split Transaction across multiple months

DanPC80 Member

February 11 edited February 11 in Managing Your Transactions

I want to be able to split a transaction like a quarterly HOA due into 3 months evenly instead of just all in one month to better reflect monthly expenses.

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Comments

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  ScribblyAnn Member ✭✭

  February 11

  A rollover category in your spending plan could work. Or you may need to make 2 more manual transactions if you want it to show up that way in reports.

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  SRC54 Superuser ✭✭✭✭✭

  1:57PM edited 1:57PM

  Here's a feature request in which you might be interested. It's been submitted for review. Quarterly would probably be an option if implemented.

  https://community.simplifimoney.com/discussion/1199/break-down-annual-bi-annual-expenses-to-a-monthly-amount-in-spending-plan-edited-6-merged-votes

  Steve
  Quicken Simplifi (Safari & iOS) Since 2021
  Quicken Classic (MacOS) Since 2009
  MS Money (1991-2009) and Dollars & Sense (1987-1991)

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