When an Income item is created, this is generating a forecast for your transactions. Categories are not tied to an account but a transaction is since it needs to go somewhere when viewing your transaction registry on the My Transactions page. The category is then tied to individual transactions but you can have multiple categories and amounts tied to individual transactions which is what a split transaction is. When creating an Income entry, you're essentially setting up how you want your transaction to be input into the system. Therefore when you select "Auto Record Transfer/Split", you are given 2 options (deposit entire amount then transfer, or deposit into separate accounts. For split deposits if you select the same account, it will automatically be entered as a split transaction. The account dropdowns are for if you want to create an additional transfer transaction automatically into another account. For the "Deposit to Multiple Accounts" option however, the original deposit does not get entered in a single account for the full amount and instead gets divided up into separate deposits. From what it sound like, you need a combination of both split deposit and deposit to multiple accounts. Currently if you select "Deposit to Multiple Accounts" option, you can select the same account for multiple entries but this will create multiple transactions into one account. What we can do generate a single split deposit transaction if they have the same account on the Multiple Account option. For now, create your income item as "Deposit to Multiple Accounts" and enter the full amount not including the split. You can then update that transaction from the My Transactions page to make it a split transaction until we've implement the auto split feature. This should be available by the end of January and we'll post a reply to this message once completed. We are also implementing the ability to have more than 4 split entries so this feature will get included at the same time.
01/09/2009 22:11:19
Jessica
User
Re:Split Income
Last question, I promise. :) When I enter the amount for each category it seems that it also gets tied to an account. I’m not sure if it just appears this way or if it is actually like that in the db. Is it possible to have the accounts and categories separate? For instance, I have an income transaction of $50, $30 into account 1 and $20 into account2. Then $10 goes into budget categories A, B, C, D and F but those categories are not directly tied to any account. I’ve played around a bit and it seems like this is how the database is structured but I just wanted to check. Thank you for all your help!
01/09/2009 16:56:52
support
Administrator
Re:Split Income
It depends on the complexity of the features. Usually we have one every two weeks but could be as much as a month unless it's a bug in the system. This change will most likely get implemented by the end of January.
01/08/2009 20:37:21
Jessica
User
Re:Split Income
Thank you for the quick response. Just curious, how often do you have releases? I just wanted to know if I should wait it out or continue my work around.
Thank you.
01/08/2009 09:24:09
support
Administrator
Re:Split Income
Thank you for the feedback. Currently the limit is set at 4 We've added to our to-do list a way to add as many as you need and will post a reply once this has moved up in the next release.
01/07/2009 21:05:11
Jessica
User
Split Income
I might just be missing something but does anyone know if I am able to split my income transaction into more than just 4 accounts/categories? I would like to have my income fund all my different budget categories, about 30 – 40 of them. Currently I can only see a way to fund 4 of them and then dump the rest into a holding category. Then I would have to create another transaction that would “move†the funds around. This seems inefficient and I hope there is a better way.
