Splits

Discussion List

• 
  Exclusion settings for splits are not actually excluding from the spending plan & watchlist (edited)

  Jean Velazquez 153 views 19 comments 0 points Most recent by Coach Jon May 8Report a Bug
• 
  Adding tags per split? (edited)

  Answered ✓ Mortimer Duke 21 views 2 comments 0 points Most recent by Mortimer Duke May 7Managing Your Transactions
• 
  88

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

  Active ccrawford 588 views 28 comments 88 points Most recent by EL1234 May 6Feature Requests
• 
  Splits in Recurring & Other Splits Enhancements: Share your feedback here!

  Announcement Coach Natalie 543 views 63 comments 0 points Most recent by TwelveSilverPennies May 6Early Access User Feedback
• 
  Split transactions ignored when filtering on Category unless "Show split details" selected

  DryHeat 91 views 14 comments 0 points Most recent by Coach Natalie May 5Feedback
• 
  Split transfers are not being excluded from reports by default (edited)

  Steve M 12 views 1 comment 1 point Most recent by Coach Natalie April 29Troubleshooting
• 
  New Feature Alert: Splits in Recurring & Other Splits Enhancements!

  Announcement Closed Coach Natalie 371 views 2 comments 6 points Most recent by Coach Natalie April 28Updates From the Product Team
• 
  Adding notes to split transactions (edited)

  Robert48314 14 views 2 comments 0 points Most recent by Robert48314 April 23Managing Your Transactions
• 
  Deletion Security Prompts

  Simpli_User_101 33 views 3 comments 0 points Most recent by Simpli_User_101 April 19Feedback
• 
  Merged: Adding Tags to Split Transactions now requires clicking 3-dot menu. NOT GOOD.

  Closed MorganG48 1 view 0 comments 0 points Started by MorganG48 April 18 Feedback
• 
  Merged: Reports not showing notes on splits when there is no note on parent.

  Closed RickS 1 view 0 comments 0 points Started by RickS April 18 Report a Bug
• 
  7

  Up Down
  Splits: Option to always show additional fields (Tags, Exclusions, Note) [edited]

  Active Roux 24 views 3 comments 7 points Most recent by Coach Kristina April 18Feature Requests
• 
  14

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

  In Review Flopbot 193 views 17 comments 14 points Most recent by Roux April 16Feature Requests
• 
  Splitting Transactions between 2 companies and personal via rules? (edited)

  Jodi Birston 11 views 2 comments 0 points Most recent by EL1234 April 16Managing Your Transactions
• 
  The Split Transaction function does not allow you to split an item across several months

  zooey5253 33 views 3 comments 0 points Most recent by zooey5253 April 11Managing Your Transactions
• 
  Help with linking split transactions to recurring (edited)

  Closed shely6875 44 views 6 comments 0 points Most recent by DryHeat April 1Troubleshooting
• 
  Hovering over ---Split--- in Transaction List now Shows You the Split Amounts

  Closed SRC54 22 views 4 comments 1 point Most recent by Flopbot March 30Feedback
• 
  How to exclude part of a split from spending plan?

  Closed System 166 views 35 comments 0 points Most recent by DryHeat March 27Managing Your Transactions
• 
  "undefined" shows up under Notes column after splitting a transaction with no notes!

  Closed KB2014 52 views 9 comments 1 point Most recent by KB2014 March 25Troubleshooting
• 
  Suggestions - collapsing categories, & narrow screen [Edited]

  Closed TanyaL 41 views 8 comments 1 point Most recent by SRC54 March 16Feedback
• 
  Unable to split paycheck, adding split amounts only increases amount to split

  Answered ✓ Closed D_Oldham 104 views 14 comments 1 point Most recent by DryHeat March 14Managing Your Transactions
• 
  Why did you change the format for downloading transactions?

  Answered ✓ Closed Gonzalo Eyzaguirre 21 views 1 comment 0 points Most recent by DryHeat March 12Managing Your Transactions
• 
  Split transactions still don't have a notes section or ability to exclude (edited)

  Closed Silverthorne 21 views 1 comment 1 point Most recent by Coach Kristina March 7Managing Your Transactions
• 
  42
  CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

  Completed Closed UrsulaA 581 views 31 comments 42 points Most recent by UrsulaA March 2Feature Requests
• 
  Splits with multiple transfers no longer show "Go to the other side" for all transfers

  Closed EL1234 172 views 35 comments 0 points Most recent by Coach Jon February 27Report a Bug
• 
  Transaction Split feature not working properly

  Closed Asher 71 views 2 comments 1 point Most recent by Asher February 23General Troubleshooting
• 
  Unchecking "Invoice payment" on Split Transaction Always Results In "Uncategorized" Split

  Closed Dakota 22 views 1 comment 0 points Most recent by Coach Jon February 20General Troubleshooting
• 
  Split Transactions Not Showing Up in Planned Spending or Other Spending

  Closed pastchief8 33 views 7 comments 0 points Most recent by pastchief8 February 16Troubleshooting
• 
  Cannot "clear" a transaction that was created via a transfer within a split

  Closed EL1234 42 views 5 comments 0 points Most recent by EL1234 February 5Troubleshooting
• 
  Split Transaction view has reduced Category field (edited)

  Closed Dick_Davis 71 views 8 comments 0 points Most recent by Coach Jon February 5Report a Bug