Support more complex splitting options
Jen from Lunch Money
The default presets (split in half, split by custom) don't make it easy for the following common scenario:
- Split transaction, set one transaction to a fixed amount, split the rest
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John McKay
I'd like this. I have an insurance payment every month. The first $121 is tax deductible, and business related. The remainder is variable. I'd like the first $121 split into my business related category, and the remainder, whatever it is, put into my personal insurance category.
Jen from Lunch Money
Merged in a post:
Divide remaining amount evenly among existing splits
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Henry Wallace
When doing custom splits, there is often a situation where there is a remaining amount (such as from taxes/shopping, that I'd prefer not to manually distribute with a calculator).
This often occurs with Amazon invoices which annoying don't include taxes/shipping per sub-item in the total amount.
Some variations of how to divide remaining amount among splits would also be useful, e.g.: divide proportionally, etc.
Jen from Lunch Money
Merged in a post:
Split by specific amount in rules for transactions with flexible amounts
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Nathan Dick
It is not possible currently to set up a rule that splits by one or more set amounts if the conditions are for a transaction with a non-exact amount.
So if I wanted to have a rule for any transaction above $650 with a set merchant name, and have it split $600 to one transaction, $50 to another, and the rest to one final split transaction, this is not possible at the time of writing. It only allows splitting by percentage, which wouldn't work for this use case.
This feature exists when manually splitting transactions. The fields are there for the rules, but grey out once the conditions have a variable amount set.
It would be nice to be able to have this feature for rules as well.
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Holly & Helios
This would be helpful for me too. I spend a lot of time splitting Costco/Sam's Club purchases between taxed/non-taxed. Amazon is a bit more straight forward, but still it would be nice to be able to specify your local tax rate, then check a box next to each item to auto calculate the associated tax if needed.
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Tom Paulus
This would be an excellent addition to the new Split Action in Rules. For example, I have a bill every month where a fixed portion goes in one category, and the rest goes in another. With the current split rule action, this is not possible to automate.
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Bibek Ghimire
Hi! Just chiming in with another splitting preset that I'd find really valuable: "shares"-based. Consider the example:
* I buy 2 items that I want to have split transactions for
* The receipt says item #1 cost $X, item #2 cost $Y, total sales tax was $Z, and total cost was $T
* Notably, the receipt only lists sales tax as a single line item rather than itemizing it for each of the two items.
* In the "shares"-based preset, I enter $X for for item 1 and $Y for item 2
* Lunch Money auto-distributes the $Z sales tax between items 1 and 2, using X and Y as the "weights", such that the total still sums to $T.
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Paul Traylor
A common scenario I have in Japan when I pay my bills, is to have the bill itself and a small processing fee. When I'm entering transactions, one thing that would make things a LOT easier, would the ability to add very, very simple math while typing in the original transaction, and have the ability to automatically count it as a split.
For example, if I write "1000 + 10" and then hit submit, it would automatically give me an option to create it as a split of 1000 (for the regular bill) and 10 which I could then record as a transaction fee.
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Andras
It might be useful to "link" (?) to transactions together (vs "grouping" them) as if they would have been split from each other.
Use case: transaction and fee is imported as two separate transactions while being related
Perhaps, we could use grouping here, only that for my existing (manual) workflow, split works better (as I see a total amount and a fee).
On the other hand, I am not sure how these categories affect analytics so, so maybe I am shooting blanks here.