Allow editing splits when editing an instance of a scheduled transaction

jstoller

Many of my scheduled transactions are also split transactions—like my DWP bill, which includes charges for electricity, water, sewer and trash—and the values of each category in the split vary from month to month. When the bill arrives I'm able to update the total amount of the next instance of that transaction, but not the allocation of those funds across the split. This forces me to go back a second time, after the transaction has posted, to update the split. I would like the ability to edit the split at the same time I adjust the total amount of the bill.

jeccher

jstolller Did you find an answer? I have the same question?

LBeck

Does this help? Go to the transaction you want to replicate. Click the gear icon in that transaction. Then click "Add reminder". You can then edit how frequently you want the reminder to appear. (This was a lifesaver for me! 🙌)

mikeyoung13

1. Drag and drop the downloaded transaction over the scheduled transaction. This combine the two and set to correct total amount. Of course, a potion of split will be uncategorized.
2. Edit the transaction to fix the split

cabailey

Please enable the ability to edit splits on scheduled transactions. It's so much more work to have to go back in and change the scheduled transaction when the splits change every month!!

Bluekey Marina

Yes please! What the original poster is asking for is to simply add the choice of "Edit this instance" to the list of other 4 choices when you go to "Mark as Deposited" - you already have "Skip this instance", "Edit All Instances" and "Delete all instances"…… just add "Edit this instance" and then we won't have to mark as deposited and then go back and re-edit the whole thing. Thanks!

jacobs

What the original poster is asking for is to simply add the choice of "Edit this instance" to the list of other 4 choices when you go to "Mark as Deposited"

@Bluekey Marina Maybe it's just the way you worded it, but that's not quite the intent of this Idea post. If you're going to click Mark as Deposited, then you can simply press Enter to edit the transaction; that's no more steps (actually fewer) than an "Edit this transaction" option, followed by clicking Mark as Deposited. The feature request here is for when you'd like to be able to edit the splits for a scheduled transaction without marking it as deposited. (And maybe that's what you meant to say.)

In any case, the developers have given this feature request a status of "Planned", so it's just a matter of how long it will take to come up on their development calendar. Some things get implemented within 6 months; other can linger for 24 months or more.