Splits

Discussion List

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

  Announcement Coach Natalie 1.1K views 107 comments 0 points Most recent by EL1234 June 10Feedback
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  7
  Splits: Option to always show additional fields (Tags, Exclusions, Note) [edited]

  Completed Roux 38 views 5 comments 7 points Most recent by Roux June 4Feature Requests
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  "An error occurred. Please try again." when splitting transactions; splits are lost afterwards

  Simpli_User_101 22 views 1 comment 0 points Most recent by Coach Jon June 1Troubleshooting
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  Split transfers are not being excluded from reports by default (edited)

  Steve M 89 views 10 comments 2 points Most recent by ejs May 29Troubleshooting
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  6
  Ability to search for split amounts in transactions (edited)

  Completed EL1234 44 views 3 comments 6 points Most recent by Coach Natalie May 22Feature Requests
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  Exclusion settings for splits are not actually excluding from the spending plan & watchlist (edited)

  Jean Velazquez 201 views 22 comments 0 points Most recent by Coach Jon May 22Report a Bug
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  9

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

  Active esender 144 views 10 comments 9 points Most recent by EL1234 May 21Feature Requests
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  New Feature Alert: Splits in Recurring & Other Splits Enhancements!

  Closed Coach Natalie 559 views 4 comments 6 points Most recent by Coach Natalie May 21Updates From the Product Team
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  Saving splits is not working; returned to the original transaction and the splits are gone (edited)

  Closed Ricky936 14 views 1 comment 0 points Most recent by SRC54 May 21Troubleshooting
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  Split transactions ignored when filtering on Category unless "Show split details" selected

  Closed DryHeat 116 views 16 comments 0 points Most recent by DryHeat May 14Feedback
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  Adding tags per split? (edited)

  Answered ✓ Closed Mortimer Duke 24 views 2 comments 0 points Most recent by Mortimer Duke May 7Managing Your Transactions
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  90

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

  Active ccrawford 602 views 28 comments 90 points Most recent by EL1234 May 6Feature Requests
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  Adding notes to split transactions (edited)

  Closed Robert48314 13 views 2 comments 0 points Most recent by Robert48314 April 23Managing Your Transactions
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  Deletion Security Prompts

  Closed Simpli_User_101 35 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 1 view 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 1 view 0 comments 0 points Started by RickS April 18 Report a Bug
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  14

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

  In Review Flopbot 199 views 17 comments 14 points Most recent by Roux April 16Feature Requests
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  Splitting Transactions between 2 companies and personal via rules? (edited)

  Closed Jodi Birston 14 views 2 comments 0 points Most recent by EL1234 April 16Managing Your Transactions
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  The Split Transaction function does not allow you to split an item across several months

  Closed zooey5253 42 views 3 comments 0 points Most recent by zooey5253 April 11Managing Your Transactions
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  Help with linking split transactions to recurring (edited)

  Closed shely6875 56 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

  Closed SRC54 25 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?

  Closed System 166 views 35 comments 0 points Most recent by DryHeat March 27Managing Your Transactions
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  "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
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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 105 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 21 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 25 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 612 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 184 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