when exactly will the development add the ability to allocate sales tax across items
This is such a pain and have been requesting forever, but never seems to get fixed in spite of several years of development
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We won't know until it get released, features never get announced in advance.
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Not a "fix". Isn't broken. Working as intended. You're asking for a new feature.
I'd also ask how, exactly, this is supposed to be implemented. If, for example, at the pharmacy in my Kroger I buy Meds, groceries and toothpaste … the Meds have no sales tax, the groceries are taxed at 6.25% and the toothpaste (or any other non-grocery) is 9.25%
HOW can Q POSSIBLY be expected to allocate that??? I just input a single Sales Tax line for the total paid … but since Q doesn't download splits (your bank doesn't know about split txn), I have to input those splits manually.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
@NotACPA I suspect that what @ukari is referring to is a feature from the legacy Quicken Mac 2007 (and earlier) product called "QuickMath". As you noted, it would be impossible for Quicken automatically allocate sales tax among multiple split lines, but QuickMath allowed users to apply sales tax with a single pre-defined keystroke.
For instance, for a New Jersey user with a 6.625% state sales tax, applying the tax to four split lines in a transaction requires entering the item amount and typing " * 1.06625 " in each amount field, while QuickMath could do it with one keystroke, saving more than two dozen keystrokes for the four splits. I used to have three defined keys: 't' for Pennsylvania sales tax, 'n' for New Jersey sales tax, and 'p' for Philadelphia sales tax. The configuration allowed users to define up to 10 keys, each with an operator and amount; in addition to multiplying by a sales tax rate, it could be used for something like ÷ 3 if you often split expenses among three roommates.
The good news is that the developers have given this feature request a status of "Planned".
But it has been promised for quite a long time, and keeps getting bypassed in favor of other features the development team deems more pressing. I suspect that due to the large number of major features which also have "Planned" status — invoicing for Home & Business users, budget actual-versus-budget report, envelope budgeting, investment reports, lifetime planner, tax planner, just to name a few — that this will continue to linger for some time as they tackle those much more major development efforts. (The former Quicken Mac product manager said several years ago that he had slated a summer intern to work on building the simple QuickMath feature, but other projects interceded.) As always, we never know when a particular Planned feature will be released, so those of us pining for this feature are left to wait and hope until it appears some day.
Quicken Mac Subscription • Quicken user since 19930
