Split Transactions into different categories

Hello @netstepinc ,

Could you tell in more detail how this function should work and give some real life example of when it might come in handy?

Thanks,
Vladimir

Thank you for your response.
In my experience, transactions are often 1 amount = N categories.
I like to break things down into categories to track where our money is going.
I use Quickbooks for both personal and business, but I want to get away from that forever.

Personal: Amazon order while we’re building a house: Housewares, tools, building materials.
Personal: Trip to the store: Categories might be food $50, clothing: $25 and household supplies: $40.
Personal: Paycheck: various tax deductions, spouse insurance, wages vs commissions, etc. My pay checks have about 10 line items that I sort into their categories.
Business Invoice/Income: Labor: $400, Reimbursement for material: $100.

WPERP has a decent transaction split interface, but I prefer the simplicity of your plugin.
UI: [ ] Split transactions > tick expands a panel with a “Add line” button.
Enter category, note and amount.
Add another line: Category, note, amount
The window needs to show the total of the splits vs the transaction total and not save until they are equal.

@netstepinc Thanks for the detailed explanation.

After some research on the issue, I can say with confidence that this feature will be implemented in the future.

Thank you for considering this.
I was getting to the point where I was trying to figure out how to build something like this myself. However, I barely have enough time to keep up with transaction entry with two jobs and other issues so that isn’t realistic for me any time soon.

Thread Creep: There is one other feature I believe would be cool, but I don’t expect it if it’s going to be a major hassle.
Nested accounts.
I realize there’s a 2-level parent child set up, but being able to add a third level would be cool.

Example:
Expenses
– Insurance
— Car insurance
— Home insurance
— Health Insurance

This way I can run a report of all expenses, all insurance costs or see exactly how much I’m spending on each type of insurance.

I worked around this by creating a parent of Insurance, and I was planning to build my own report to view all expenses or all income streams.

No worries if this isn’t in your plan…just throwing it out there.
Your plugin is fantastic, simple to use and efficient.

Hey @netstepinc

Split Transactions became available in version 1.26.0 as an?add-on. Please check.

Excellent job. I have been dealing with other issues for months, but I’m finally circling back to my accounting situation. This will be very helpful!

Purchased premium bundle. Cheers.

Great news! Thanks a lot for supporting the development of the plugin ??