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Transaction Splits By Percentage (+5 Merged Votes)

Jamnation

Hello,

I am a very happy and loyal Quicken user. Please PLEASE add the following feature: Transaction Splits by PERCENTAGE

It would be SO helpful to be able to assign a memorized percentage split for transactions. Here is an example of what and why...

I have a home business and would like to allocate expenses to multiple categories.

Internet/Phone Bill: 50% Personal & 50% Business

City Power/Sewer: 70% Personal & 30% Business

Rent/Mortgage: 70% Personal & 30% Business

Auto Expenses: 50% Personal & 50% Business

Groceries: 90% Personal & 10% Business

Apple Music: 75% Personal & 25% Business

Etc, etc, etc...

Thoughts? Ideas? Do you think this is possible and could be implemented in a future (or current!) release?

Thanks so much for your time!

Chris

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Quicken Mac

Status: Under Consideration

Comments

Jamnation

Hello,

I am a very happy and loyal Quicken user. Please PLEASE add the following feature: Transaction Splits by PERCENTAGE

It would be SO helpful to be able to assign a memorized percentage split for transactions. Here is an example of what and why...

I have a home business and would like to allocate expenses to multiple categories.

Internet/Phone Bill: 50% Personal & 50% Business
City Power/Sewer: 70% Personal & 30% Business
Rent/Mortgage: 70% Personal & 30% Business
Auto Expenses: 50% Personal & 50% Business
Groceries: 90% Personal & 10% Business
Apple Music: 75% Personal & 25% Business
Etc, etc, etc...

Many of these bills vary in amount due each month. To have to calculate and manually enter currency amounts seems like an undue burden, especially since so many other aspects of a transaction can be memorized.

Thoughts? Ideas? Do you think this is possible and could be implemented in a future (or current!) release?

Thanks so much for your time!

Chris

Paul13

Would be very helpful enhancement

juliandavis

totally agree - I think this is what I miss most from Quicken for Windows

brdjrdn

100% in agreement.

brdjrdn

This would be a huge improvement based on how I use Quicken.

buleohara

A must have, please add!

dthea1

Windows version does this! Please add!!!

Steve_Calif

This is long overdue. It's a must-have. Example use case: We shop a lot at Costco. Typical or average purchase is 60% groceries, 20% clothes, and 20% pet food and supplies. It's a pain to have to split each transaction manually. I'd much rather have Quicken memorize my splits and apply them. Then, I can adjust them afterwards if I want to.

CatK

I used this in Quicken for Windows. Now need it in Quicken for Windows.

Please implement!

Steve_Calif

Quicken Team — please review this suggestion. It's frustrating that nobody seems to review these and nobody comments on them.

jacobs

@Steve_Calif Let me explain a bit about how the Quicken folks use these Idea topics. First, the developers never post comments in these discussions. The only feedback they give us is if/when an Idea changes status to "Planned" (or infrequently, "Not Planned".)

But first, an Idea thread must reach a critical mass of votes in order to be send to the developers to dive into for consideration. The problem is that there are hundreds of worthy feature requests, and the small Mac development team can only work on a handful of projects at a time. So they use voting on this forum as one of their criteria in deciding which features to consider, to prioritize, and to actually work on building.

For Mac topics, the voting threshold is currently 30 votes. This topic currently has 16 votes (11 in the yellow box, plus 5 votes noted in the subject line from posts merged into this one). When an Idea reaches 30 votes, the moderator team here submits the thread to the development team, and the status changes to "Under Consideration". They evaluate whether they think it's a worthwhile feature, how big an impact they think it would have on the user base, whether there are impacts on the mobile app/web interface which is shared with Quicken Windows, whether it advances feature parity with the Windows version, whether it impacts parts of the program where they already have other scheduled projects, how much time they expect it would take to design and implement, which developers skills are needed (database, user interface, connectivity services, reports, etc.), and when they could slot it into their calendar for the required people and time. At that point, once it's on the schedule, the status here changes to "Planned".

I understand that this is an important feature for you. Unfortunately, it hasn't gained a lot of voting support from fellow users. That doesn't mean it isn't a good or worthwhile idea. Or that it won't get done eventually. But it needs more votes from fellow users to advance to the next stage of consideration. (Although sometimes, an Idea which has a small number of votes gets implemented without even being marked Under Consideration or Planned, because it's been something on the developers' own list of desired features, or because of input from their Customer Support team that it's been a problem area generating a significant number of calls.)

Steve_Calif

@Jacobs Thanks for good explanation!

Just Lurking

Just ran into this limitation for the first time as I'm now using the new Business features in Quicken Mac and wish to split some expenses between personal and business.

With the Quicken Mac's team recent focus on business functionality, this would be a great feature for them to consider adding.

jacobs

This Idea topic needs just THREE more votes in order to be sent to the developers for evaluation. Anyone reading this who wants to see this functionality added to Quicken Mac, if you haven't voted (in the yellow box at the top of this thread), add your vote. (If the little arrow under the counter in the yellow box is black, you haven't voted; if it is light gray, you have.)

Quicken Anja

Hello All,

The status of this Idea has been changed to Under Consideration as it has reached enough votes and has been submitted to our Product and Development team for further review.

Thank you!

mhaseltine

With credit cards like Apple's which give back a percentage of the amount, I enter it as a split transaction, transferring to my Apple cash card account. Rather than hand entering that split for each transaction, I would like to be able to save it for further transaction from the same payee, but rather than a fixed amount for that transfer, it has to be a percentage of the total, depending on the payee.

For example, if a downloaded transaction from Walmart is $24.95, and Apple gives back 2% every time. The split would be 24.45 for food, and .50 transferred to the apple cash card. But for subsequent transaction, it cannot be a fixed amount to be used on the next Walmart transaction but a percentage of the full amount.

Quicken Kristina

Hello @mhaseltine,

Thank you for coming to the Community to share your feedback! Since there is already a Idea requesting this functionality, I merged your request with the existing request.

Thank you!

PaulM58

@Quicken Anja : I would like to express my user case, supporting other users above (like one is shopping at Costco and splitting into category averages; another splitting expenses between business and personal). I share many home expenses with my adult child and a roommate. 50% of electricity, internet, etc. goes to my couple in the proper categories; 25% is transferred to my son and 25% is transferred to our other roommate. It would be a dream to not have to split each transaction manually. BTW, I still love and promote Quicken Classic for Mac to my family and friends. It is fantastic, in many ways a model of excellent usability!