Recurring transaction - split cannot clear transaction to manual account

Stranger0715 · May 2

I have my paycheck divided into two accounts. The first account is connected to bank but the second is a manual account.

I setup a new recurring transaction for my paycheck to split between the two accounts.

I set the transaction up linked to the first account and have a split to the second manual account.

Transaction came into the first account and cleared as expected. It created the second transaction in the second account, but left it as pending. When I try to clear the item, I receive an error that I need to manage the split via the original transaction.

I understand but the original transaction was downloaded and cleared, so why is the split not cleared?

I tried to re-sync the manual account, no luck.

I found a discussion in this forum about this where the user has to change the transfer to another category and save. Then verify that the transaction was removed from the second account.

Then go back and update the original transaction to transfer to the manual account.

When I did this, it linked the split transaction to my last paycheck (Which was two weeks ago).

TO FIX THIS, I did the following:

Changed the category in the cleared transaction (Which then deleted the paycheck transaction from two weeks ago)
Re-Enter the paycheck transaction into the manual account from two weeks ago
Enter a new transaction for the current paycheck
On the original transaction, update the split to transfer to the manual account.

While this finally fixed my issue, it seems extremely cumbersome to have to do this same process every two weeks just because I want to clear the transaction in my manual account (This should happen simply by selecting the cleared button in the transaction)

I love the new split for recurring transactions but I need an easier way to clear the transaction in the manual account.

Since the reminder is not posted the the first account until it clears, the split portion should go into the manual account as cleared.

Simplifi is all about making things easier, this does not seem to be easier……

Any suggestions on how I can get this completed without all the extra work?

DryHeat · May 2

@Stranger0715

This is a shot in the dark, but did you try marking the (merged and cleared) transaction containing the splits as Pending and then marking it as Cleared again?

BUT… Another discussion is currently addressing a similar problem. The user there is saying that they cannot changed the Status of either side of the transaction. No idea why yet.

https://community.simplifimoney.com/discussion/comment/69283#Comment_69283

shely6875 · May 3

@Stranger0715 yes .. I have tried this….

The only thing I have not tried yet… is deleting it and re-entering. Perhaps that is my only option on these 3 entries.

SRC54 · May 3

I've been thinking about this for a while, which has hurt my brain. 😁

I remember when my wife was working and they took out retirement. I just did a plain transfer because transferring to the account was problematic. Back then the whole thing had to be either in the Spending Plan or all of it was excluded.

Anyhow I just created a paycheck with a transfer and it is just as you say. It is pending in both accounts. If I try to clear the manual account, it balks and says I cannot. I can clear the connected checking account.

So I think this is a bug that maybe has been introduced with the ability to have splits with different exclusions. This is just a guess. I wonder if you should create a bug report and post it in the bug section?

DryHeat · May 3

@SRC54

Just to make sure I understand… Are you saying

you can mark the transaction containing the splits (including the transfer split) as Cleared,
but you cannot mark the automatically created (not split) transaction in the other account as Cleared?

Have you tried the long shot of marking the split transaction Pending and then re-marking it as Cleared?

SRC54 · May 3

https://community.simplifimoney.com/discussion/comment/69353#Comment_69353

Yes. I have always avoided transfers in Splits, and it will work fine if they are both connected accounts as they get cleared by the bank.

I find that if I create it in Checking as a cleared account, it will then be cleared in the manual account, and then you can change it to pending in the Checking account. BUT this won't work if it is downloaded as pending, because if you change a downloaded transaction to cleared, you cannot change it back.

EL1234 · May 3

I don't know if anything changed recently, but in the past I always waited until the transaction cleared to split it, and then it usually worked properly.

Recurring transaction - split cannot clear transaction to manual account

Comments

Categories