Splits

Discussion List

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  Splits in Recurring & Other Splits Enhancements: Share your feedback here!

  Announcement Coach Natalie 242 views 34 comments 0 points Most recent by jaarso 3:51AMEarly Access User Feedback
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  Deletion Security Prompts

  Simpli_User_101 24 views 3 comments 0 points Most recent by Simpli_User_101 April 19Feedback
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  Merged: Adding Tags to Split Transactions now requires clicking 3-dot menu. NOT GOOD.

  Closed MorganG48 7 views 0 comments 0 points Started by MorganG48 April 18 Feedback
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  Merged: Reports not showing notes on splits when there is no note on parent.

  Closed RickS 8 views 0 comments 0 points Started by RickS April 18 Report a Bug
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  Splits: Option to always show additional fields (Tags, Exclusions, Note) [edited]

  Active Roux 22 views 3 comments 6 points Most recent by Coach Kristina April 18Feature Requests
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  Add “Split by Percentage” Option to splits. (edited)

  In Review Flopbot 191 views 17 comments 13 points Most recent by Roux April 16Feature Requests
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  Splitting Transactions between 2 companies and personal via rules? (edited)

  Answered Jodi Birston 14 views 2 comments 0 points Most recent by EL1234 April 16Managing Your Transactions
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  New Feature Alert: Splits in Recurring & Other Splits Enhancements!

  Announcement Closed Coach Natalie 231 views 1 comment 6 points Most recent by Coach Natalie April 14Updates From the Product Team
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  Link Part of a Split Transaction to a Recurring Bill [edited] (1 Merged Vote)

  Active ccrawford 574 views 26 comments 87 points Most recent by Thirdegree April 12Feature Requests
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  The Split Transaction function does not allow you to split an item across several months

  zooey5253 38 views 3 comments 0 points Most recent by zooey5253 April 11Managing Your Transactions
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  Spending plan exclusion is not actually excluding transaction from the spending plan (edited)

  Jean Velazquez 32 views 2 comments 0 points Most recent by Coach Jon April 10Report a Bug
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  Help with linking split transactions to recurring (edited)

  shely6875 43 views 6 comments 0 points Most recent by DryHeat April 1Troubleshooting
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  Hovering over ---Split--- in Transaction List now Shows You the Split Amounts

  SRC54 21 views 4 comments 1 point Most recent by Flopbot March 30Feedback
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  How to exclude part of a split from spending plan?

  System 160 views 35 comments 0 points Most recent by DryHeat March 27Managing Your Transactions
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  Split transactions ignored when filtering on Category unless "Show split details" selected

  DryHeat 81 views 13 comments 0 points Most recent by EL1234 March 27Feedback
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  "undefined" shows up under Notes column after splitting a transaction with no notes!

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

  Closed TanyaL 44 views 8 comments 1 point Most recent by SRC54 March 16Feedback
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  Unable to split paycheck, adding split amounts only increases amount to split

  Answered ✓ Closed D_Oldham 99 views 14 comments 1 point Most recent by DryHeat March 14Managing Your Transactions
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  Why did you change the format for downloading transactions?

  Answered ✓ Closed Gonzalo Eyzaguirre 27 views 1 comment 0 points Most recent by DryHeat March 12Managing Your Transactions
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  Split transactions still don't have a notes section or ability to exclude (edited)

  Closed Silverthorne 27 views 1 comment 1 point Most recent by Coach Kristina March 7Managing Your Transactions
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  42
  CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

  Completed Closed UrsulaA 583 views 31 comments 42 points Most recent by UrsulaA March 2Feature Requests
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  Splits with multiple transfers no longer show "Go to the other side" for all transfers

  Closed EL1234 173 views 35 comments 0 points Most recent by Coach Jon February 27Report a Bug
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  Transaction Split feature not working properly

  Closed Asher 74 views 2 comments 1 point Most recent by Asher February 23General Troubleshooting
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  Unchecking "Invoice payment" on Split Transaction Always Results In "Uncategorized" Split

  Closed Dakota 24 views 1 comment 0 points Most recent by Coach Jon February 20General Troubleshooting
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  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
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  Cannot "clear" a transaction that was created via a transfer within a split

  Closed EL1234 43 views 5 comments 0 points Most recent by EL1234 February 5Troubleshooting
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  Split Transaction view has reduced Category field (edited)

  Closed Dick_Davis 62 views 8 comments 0 points Most recent by Coach Jon February 5Report a Bug
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  Issue downloading splits to CSV (edited)

  Closed gfrascione 24 views 1 comment 0 points Most recent by Coach Natalie February 3Troubleshooting
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  Mark rows as splits when register set to "Show Split Items" (maybe with an icon?)

  Closed DryHeat 11 views 2 comments 1 point Most recent by DryHeat January 23Managing Your Transactions
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  Apply Split Payment to Subsequent Invoices of Equal Amount Repeatedly Fails (edited)

  Closed Dakota 21 views 3 comments 1 point Most recent by Coach Jon January 22Troubleshooting