Add notes for each line of a split transaction

  • 5
  • Idea
  • Updated 4 months ago
  • Not Planned
Hello,

There should be the possibility to add a note for each line of a split transaction. this would make things easier to look for specific stuff, and would avoid creating a separate transaction for these specific stuff
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Lionel

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Posted 2 years ago

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Karisa Russell, Official Rep

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Hi Lionel, 

Thanks for posting and for the suggestion! Right now, when you add a note to a split, that same note displays for all of the splits in the transaction. Do you want to see a single note for each split so the note is easier to read since there would be less to parse? 

Thanks
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Jon Morgan

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This would be really handy, especially if using the same category multiple times.

I do my own custom reporting using extracted data and I sometimes show the description against each split item to further explain my spending. At present, the comment is duplicated against each item in the split. It would be much nicer to see the appropriate comments against each item in the split.

If you were to create this feature then:
  • If I added a split to a new transaction, blank comment boxes would appear underneath each split item. 
  • If I've already put notes in the notes field then I'd expect the notes to go into the comments box of the first split item. This would be the case both for unsaved transactions, and retrospectively splitting previously saved transactions. 
  • If I remove the split then I'd want the notes to be combined and shown in the single transaction notes field (as is currently the case). 
  • I'd not expect any changes should the categories of the split be changed but not removed - I'd have to manually copy and paste the comments to the right field rather than try and make the comments follow the category.
  • When looking at the account view, the notes would need to be combined together to describe the whole transaction.
(Edited)
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Karisa Russell, Official Rep

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Hi Jon, 

Thanks for adding your vote, and giving us details about how you'd expect a feature like this to work. 

Apart from the case you gave above, is it helpful to see Notes separated out because the ones you generally add are long making them hard to scan? How do you typically look for Notes after you've added the transaction? 

Knowing this might help me understand how / why something like this would be helpful!

Thanks again 
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Nic

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That's the case for me personally. When I add notes to a split transaction, it's just a big combined note about everything. I'd prefer a note-per-split so that when I click a specific transaction, I don't have to guess which part of the note applies to it.
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Jon Morgan

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And of course, tags get mixed up if there's only one note...
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Michael Wise

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I like this idea a lot. I use the memo to record what it is I bought. If I have a 4 way split, the note starts to get lengthy, and it becomes harder to figure out what came from what envelope. I use to type the Enter key for each category, so that each item was on a seperate line, but that doesn't seem to work anymore.
Also, word wrap on the notes field would be handy.
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Lionel

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The thing with only one note for all the lines is that when you look for a term in the notes, the result you get is the main transaction. So you need to go inside it to know which line is impacted. This is painful to follow up transactions with specific notes.
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John Vander Stel

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Even simply allowing more than one line (one on top of the other) with no word wrap in that field would at least offer the necessary room for the details of each individual split.  One line for each split in the transaction, in a glance. 

It would be obvious how many and which splits were actually in that particular transaction.  One could simply list the amount of each split with its items/envelope on each line. :-)

Yes. The same multiple lines would be displayed for each split, but that way, each particular split in a transaction would maintain it's independence and also its relation to the main transaction.

This would work as a complete solution, or for another option to use until another more complicated solution could be implemented.   Since there are so many ways that a split transaction could be edited after it was initially created, a better solution would be rather complicated and could create more bugs to hunt down over time.

Just my own 2 cents, for what it is worth.

Cheers!

John Vander Stel
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Karisa Russell, Official Rep

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Thanks everyone for adding these extra details! We're not working on this feature at this time, but we can let you know if we do. 
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Lina

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Chiming in to voice support for this feature.

Right now, the inability to add a note relevant to each split transaction makes the tags feature inaccurate, since tags, which are added in the notes field, are attached to the entire transaction rather than the split. Therefore, when a query/report is pulled up using the tag, then the amount shown is reflective of the entire original transaction rather than the split amount.

So for example, lets say I bought food ($15), cleaning supplies ($10), and clothing ($25). If purchased separately, I might group these transactions into "higher category" envelopes such as Household (food and cleaning supplies) and Personal (clothing) and use tags as a way to recall more specifically what I spent my money on (#food, #cleaning-supplies, #clothing). In this manner, I am able to perform a query/report and determine how much of my Envelope spending was spent on a more specific category. How much of my Household budget was spent on food? Answer: $10.

Now, if I purchased food, cleaning supplies, and clothing in one transaction, say from Wal-Mart (total of $50), I would need to use the split transactions feature. But because I can't add a note unique to each split, I am forced to input the relevant tags into the notes field. This means that I can no longer drill-down to determine what I spent on #food, since the tag is attached to the original instead of split amount. Now my search result shows that I spent $50 on #food, instead of $10.

One possible solution would be to make envelopes more specific, and add an envelope for each category that might have been tracked in the first scenario with a tag, say Household: Food, Household: Cleaning Supplies, and Personal: Clothing. But then an inverse problem appears: you can't perform a query/report across multiple envelopes. So if I wanted to find out how much I spent on my Household (Food + Cleaning Supplies), I can't do this because I can't select multiple envelopes in a query/report.

Well then, what about creating multiple separate transactions rather than a split to keep in place the reporting system described in the first example? The problem with this is that entering transactions in this manner quickly becomes unsustainable because there isn't a way to copy or duplicate an existing (AKA imported) transaction. A new, blank transaction has to be created, and since the date and payee has to be manually entered from scratch each time, this process quickly becomes tedious and time-consuming if you do a lot of shopping at Wal-Mart or similar big box store where you can purchase items across a swath of different categories.

A last ditch resort of course, is to export my data and perform a report using another program, say Excel, but quite frankly, if I'm going to have to that, then I might as well keep all my data in a spreadsheet.

In summary, to maintain accurate reporting across transactions which involve multiple categories, there seem to be at least three possibilities, none of which exist:

1) Create a separate notes field for each split transaction
2) Create the ability to select multiple envelopes when performing a query/report
3) Create the ability to duplicate existing transactions as a way to separate a large transaction into more specific categories (envelope +tag)


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Karisa Russell, Official Rep

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Hi Lina, 

Thanks for posting, and sorry for the troubles you've been experiencing with tags! We appreciate you letting us know more about what's not working for you and why. 

It sounds like you'd like to use tags to help you drill down into reports. Going along with your example, one bit of frustration is that you're unable to find your Food Envelope spending when filtering for #food on a transactions that's split across a Food Envelope, Household Envelope and Cleaning Supplies Envelope. 

It's true that tags sort of break down here, because the tag will be associated with all of the Envelopes in the split, and not just the Food Envelope. So when you use the 'advanced' search option to filter for #food, you'll see just the top level transaction that lists the amount of the entire transaction, which is not what you want. 

However, you can try using the Spending by Envelope report to filter for #food. When you do that, you'll see all of the Envelopes that are associated with the split in the returned results, but you'll more easily be able to see how much you spent out of your Food Envelope specifically.

Does that help to address some of what you're describing? Let me know if I'm misunderstanding what you're saying. 

And, in the meantime, I've added your thoughts to our tracker.

Thanks again