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Split transactions with debit + transfer
https://www.splasmstrands.com.splasm.com/viewtopic.php?f=3&t=3531		 Page 1 of 1
Author:  Cliff [ Sat Jul 09, 2011 8:13 pm ]
Post subject:  Split transactions with debit + transfer
Hi, I'm trying out CheckBook Pro, coming from Quicken 2005. A common thing I do in quicken is enter a debit transaction in my checking account when making a grocery purchase and getting cash back. In quicken, I can make a split that includes one line with the Grocery category for the purchase amount, plus a line containing the cash back amount which has a transfer category for my cash account. The result is a deduction from the checking account for the total, and an increase of the appropriate amount in the cash account. I can't see a way to do that in CheckBook Pro. Am I missing it, or is there a workaround you can recommend to update both checking and cash accounts using the one transaction? Thanks.
Author:  Randy K. [ Mon Jul 11, 2011 7:48 pm ]
Post subject:  Re: Split transactions with debit + transfer
CheckBook does not yet have the ability to create a partial transfer out of one of the splits. For the moment you would have to create a separate deposit of the cash in your cash account.

Your use case is a great example of how one would use a split transfer. We do have this as a request in our feature list and will bump it up by one. Thanks for the feedback and request!
Author:  Cliff [ Mon Jul 11, 2011 8:45 pm ]
Post subject:  Re: Split transactions with debit + transfer
Okay, thanks for the reply. I bought a license for CheckBook, so it's obviously not a deal breaker. Glad to know you are actively developing the app. It's a real relief to be free of Quicken finally, after years of not finding any reason to buy any of its upgrades. :( I've wanted to leave Quicken for a long time, and periodically I auditioned various other personal finance apps but never found any that fit me very well. Somehow I had missed CheckBook. It's really close to what I had in mind.
Author:  luego [ Sun Jul 31, 2011 2:56 pm ]
Post subject:  Re: Split transactions with debit + transfer
I have the same question as Cliff on split transaction. Response that you are working on it is heartening, but then I wonder what the purpose of the Split button on the Entry window is for? Also here as result of Lion not supporting Quicken.
I use split transactions frequently. For instance; recording entry of pay checks which have multiple categories such as--Salary, State Income Tax, Federal Income Tax, FICA. As I understand it I will have to make a separate entry for each of these categories. Is that correct? If so, when can we expect the update?
luego
Sierra Vista, AZ
Author:  luego [ Sun Jul 31, 2011 3:00 pm ]
Post subject:  Re: Split transactions with debit + transfer
:oops: Never Mind!
I think I just figured it out.
luego
Sierra Vista, AZ
Author:  mdhills [ Wed Jul 06, 2016 11:12 pm ]
Post subject:  Re: Split transactions with debit + transfer
Is this type of split transaction now supported?
(i.e., the ability to have a transaction out of checking account that is split between a category like "Household:Groceries" and a cash account?)

Matt
Author:  Colleen [ Sun Jul 24, 2016 1:26 pm ]
Post subject:  Re: Split transactions with debit + transfer
I also get cash from the grocery store sometimes and want to make part of a transaction a transfer. I know the original post was a long time ago, but I am asking with Matt, is this now a supported function? If so, how do we go about it? Thanks!
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