Splits

Discussion List

• 
  40

  Up Down
  CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

  Active UrsulaA 519 views 28 comments 40 points Most recent by DryHeat January 25Feature Requests
• 
  Mark rows as splits when register set to "Show Split Items" (maybe with an icon?)

  DryHeat 17 views 2 comments 1 point Most recent by DryHeat January 23Managing Your Transactions
• 
  Apply Split Payment to Subsequent Invoices of Equal Amount Repeatedly Fails (edited)

  Dakota 17 views 3 comments 0 points Most recent by Coach Jon January 22Troubleshooting
• 
  6

  Up Down
  Ability to search for split amounts in transactions (edited)

  Active EL1234 23 views 2 comments 6 points Most recent by EL1234 January 3Feature Requests
• 
  Merged: Restore ability to download line item detail in split transactions

  Closed Blgeiger 7 views 0 comments 1 point Most recent by Coach Jon January 2Feedback
• 
  Multiple categories to recurring transaction

  Answered ✓ Closed Peter T 65 views 2 comments 0 points Most recent by SRC54 December 2025Bills and Income
• 
  10

  Up Down
  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 206 views 9 comments 10 points Most recent by TiggerTrainer December 2025Feature Requests
• 
  Ability to "hide" portion of a transaction that is split

  Closed twinrh 33 views 2 comments 1 point Most recent by DryHeat November 2025Feedback
• 
  4

  Up Down
  Transfers created from a Split Transaction should show Flags in the register (edited)

  Active EL1234 81 views 8 comments 4 points Most recent by Dick_Davis October 2025Feature Requests
• 
  Exporting transactions from reports is missing the parent category for splits (edited)

  Closed PK Millen 182 views 22 comments 0 points Most recent by Coach Jon September 2025Report a Bug
• 
  When will the option to split recurring income/paychecks be available?

  Answered ✓ Closed ainsliejohn 64 views 3 comments 3 points Most recent by Coach Kristina September 2025Bills and Income
• 
  "Pending" transfers can't be "cleared" in split transactions

  Closed WJB 26 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug
• 
  Very slow/unresponsive category picker when splitting transactions in Safari on MacOS

  Closed andrewwurtz 3 views 1 comment 0 points Most recent by Coach Natalie August 2025Troubleshooting
• 
  Split transactions for income the same each month

  Answered ✓ Closed Jeeves 37 views 1 comment 0 points Most recent by SRC54 August 2025Bills and Income
• 
  Splitting a deposit

  Closed pattih 37 views 4 comments 0 points Most recent by EL1234 August 2025Managing Your Transactions
• 
  In Simplifi, Pending Transfer Transactions Across a Split

  Answered ✓ Closed RTBIII 26 views 4 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions
• 
  Paycheck Splitting [Edited]

  Closed Dick_Davis 68 views 6 comments 0 points Most recent by SRC54 August 2025Managing Your Transactions
• 
  Merged: New spending plan with transfers

  Closed LakGoy 11 views 0 comments 0 points Most recent by SRC54 July 2025Report a Bug
• 
  84

  Up Down
  Link Part of a Split Transaction to a Recurring Bill [edited] (1 Merged Vote)

  Active ccrawford 480 views 25 comments 84 points Most recent by nakada July 2025Feature Requests
• 
  Merged: Include way to split taxes as part of transaction split

  Closed Clizby 11 views 0 comments 2 points Most recent by SRC54 July 2025Feature Requests
• 
  11

  Up Down
  Add “Split by Percentage” Option to splits. (edited)

  Active Flopbot 166 views 16 comments 11 points Most recent by SRC54 July 2025Feature Requests
• 
  8

  Up Down
  Ability to assign different Payees to Split Transactions (edited)

  Active esender 111 views 5 comments 8 points Most recent by EL1234 July 2025Feature Requests
• 
  Merged: Allowing Multiple Payees for One Transaction - Splits (edited)

  Closed aastol 1 view 0 comments 1 point Started by aastol July 2025 Feature Requests
• 
  Credit splits

  Closed mograce 12 views 1 comment 0 points Most recent by Coach Kristina June 2025Managing Your Transactions
• 
  1

  Up Down
  Ability to add Attachments to each Split (edited)

  Dick_Davis 56 views 5 comments 1 point Most recent by EL1234 June 2025Feature Requests
• 
  Issue with Selecting Split Transfer Transactions in Simplifi Web Application (edited)

  Closed JeffCB 17 views 1 comment 0 points Most recent by Coach Jon June 2025Managing Your Transactions
• 
  Mortgage Payment Splits

  Closed tvanto 108 views 9 comments 0 points Most recent by SRC54 June 2025Troubleshooting
• 
  Cannot split an income into different categories

  Closed Jake B 27 views 5 comments 0 points Most recent by EL1234 June 2025Managing Your Transactions
• 
  Not possible to set the flag color for a linked transaction automatically created from split

  Closed dlezama 70 views 11 comments 1 point Most recent by EL1234 May 2025Report a Bug
• 
  Splits Redesign: Share your feedback here!

  Closed Coach Natalie 1.4K views 75 comments 0 points Most recent by Coach Natalie May 2025Feedback