I would be really useful to split transactions but retain the original untouched entry too. This can be done of course offline accounts etc - but I am thinking of the cleanest solution.
For example, I have just paid a deposit for an airbnb trip amongst friends on my Amex. It would be much cleaner and traceable if it could stay in the same account and be split as follows:
1,000.00 - Original Transaction
Split as:
|
|
CATEGORY |
|
| -1,000.00 |
ORIGINAL TRANSACTION |
TRANSFER |
|
| +1,000.00 |
SPLIT |
TRANSFER |
|
| -100.00 |
SPLIT |
HOLIDAY |
Me |
| -100.00 |
SPLIT |
TRANSFER |
Person 1 |
| -100.00 |
SPLIT |
TRANSFER |
Person 2 |
| -100.00 |
SPLIT |
TRANSFER |
Person 3 |
| -100.00 |
SPLIT |
TRANSFER |
Person 4 |
| -100.00 |
SPLIT |
TRANSFER |
Person 5 |
| -100.00 |
SPLIT |
TRANSFER |
Person 6 |
| -100.00 |
SPLIT |
TRANSFER |
Person 7 |
| -100.00 |
SPLIT |
TRANSFER |
Person 8 |
| -100.00 |
SPLIT |
TRANSFER |
Person 9 |
This would me that when 100.00 comes in from person 1-9 I can categorise their income as transfer too but the original tranaction integrity remains.
Any thoughts, community seems a little stale currently - not a lot of response to messages/suggestions.
I like this idea but it can get very chaotic for vast majority of users who don’t understand it? I mean you are creating duplicate transactions essentially?
The split just has to balance back to the original essentially. So it’s just a case of allowing positive and negative splits?
Not sure I see the use of this in say 90% of times entries are split. To me the most common use of split is as in a supermarket payment which is split say groceries, laundry, beer, clothes, toys (other receipts are clearly available!!). I see no reason to hold the original unless you were looking to recreate the bank/card side of the transaction.
I do think you have highlighted a recharge feature that could be added as a new transaction. Hence you pay for a meal and sometimes recharge it out either by request via Emma, or recording funds received separately. Is that an option?
For me the original suggestion and use case still works.
So long as the split balances, no integrity is lost.
Another reason might be if you want to amortise a large cost over a year.
Spend 1200, today, split it as -1200.00 to null the original transaction and 12 x100. Then you can amend the date on 12 transactions to 24/03/2026, 24/04/2026, 24/05/2026.
Allowing positive and negative values in the split feature just offers flexibilty for the user.