Split into multiple categories | Voters

Split into multiple categories

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Tyler Daniels

Often times I have an expense transaction that should span multiple categories. For example, I spend $500 at Costco. $200 maybe groceries, $100 lawn care, $200 household items. The ability to split a transaction into these categories is common in other programs I've used

October 10, 2023

Shawn Cao

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Shawn Cao

Tyler Daniels - this feature is live! Not only you can split it into different categories, you can even split it into different dates if needed!

Try this out and let me know what you think!!

Tyler Daniels

Shawn Cao I will check it out!

Keely Dunn

Really hoping for this soon, very important for tax preparation (half of a utility being a business expense, 1/4 of a mortgage interest payment for a home office, etc. etc.). I was hoping to be able to use Fina to get my taxes done quickly but am going to have to stick with using Intuit apps until this is resolved.

Tyler Daniels

This is becoming a more pressing issue. I know it's on the roadmap but this feature is available with alot of other apps already so might want to consider it sooner than later

Shawn Cao

Tyler Daniels: Thanks Tyler!

Transaction details page is under design, these features will be included: rename transaction, add note for a transaction, split transaction.

Shawn Cao

Yup - one item in the roadmap. Definitely should support.