+29
Completed
Jeffrey Anvinson 5 years ago • updated 1 year ago 21
Really, really need to be able to split transactions into multiple expenses, income, and accounts.  

Answer

Answer
Completed

Available in version 3.28.0


To be done

Split transactions (even though they are bound many-into-one) will show separately on list views or reporting. On next update we will make them show as one depending on the context/view (ie grouped by Account or grouped by Budget)



Yes, that you really do not have enough.

 

In terms of writing off the account it's exactly one transaction. For example, it's exactly one record in the Internet bank, it's exactly one message with notification by SMS and etc. But in terms of categories of expenditure was spent money for various budgets. Must stay within exactly one transaction, but broken on different budgets.


Look at this example from your competitors: http://spb.com/pocketpc-software/finance/screenshots.html - section "New Transaction. Splits."

Can it also be possible that a single transaction splits accross 2 accounts?

yes it could. for example, at the store I may buy food, clothes, and get prescriptions. All on one receipt. The prescriptions get paid for by my flexplan card while the rest from my regular account.

If you have a single receipt then surley this would only come out of one bank account?

One Transaction in one bank account could be split accross multiple catergories.

I don't know such scenario in real life. Only if transfer which has been implemented already.
I'd really appreciate this function, too.  One purchase at my pharmacy could be split between the Medication category and Grocery items.  I don't want to create two transactions

This would be a real benifit and time save for me.  Specially if it split transactions can also be recuring.

 

To add more detail on my main use of this feature, take my Wage Slip for example,  My Salary shows as 2000.00 before this is credited to my account payments for Tax and  National Insurance are deducted and Fuel and Food etc are added for expenses.

 

At present i have created a sperate account to handle my monthly wage slip, but as pay day gets closer my dashboard screen is full of transactions from my wage slip account waiting to be added.

 

If you need more detail from me please let me know.

 

Thanks

 

David

Here's another pair of examplex: I receive a bill once per month - it's one amount - which covers Telephone, Cable, and Internet.  My roommate gives me a cheque once per month - again, one amount - that covers rent, phone, cable, internet, heat, and hydro.  Currently, I have several recurring transactions, but it would be more appropriate if it was a recurring split transaction.

@David, can you explain "fuel and food added to expenses"? What relation it has to your payment?

@Matt, which would be the inconvenience of adding a transaction named for example "telephone/cable/internet"?

The name isn't the issue, I need these three in separate categories.  At the end of the year, I can claim telephone charges on my tax return for operating a home office, and submit expenses to my company for internet use. Cable, well, that's all me. :-)
+1

Morning,

Well my expenses gat paid back through my salary payment, so although X goes into my account, some of this is for my expenses.

Expenses could be fuel. food or other items.  I use my Work Account in moBudget to create a negative transaction so that my budgets only show what I have spent myself on fuel and food.

 

Thanks

 

David

a link to other accounts e.g. lend/borrow accounts could also be considered..

Sure. For example you could pay an expense of 100 with your CC on a restaurant; where 50 is your expense and the other 50 could be paying your fellow what you owed him/her.

Answer
Completed

Available in version 3.28.0


To be done

Split transactions (even though they are bound many-into-one) will show separately on list views or reporting. On next update we will make them show as one depending on the context/view (ie grouped by Account or grouped by Budget)



+2

Great Work :-)  Thanks


Creation of new split transaction works with error on my Windows Phone 7.8... :(

New transaction don`t saved in application.

adding secondary account to a transaction is a BUG, not working.