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Sortable Categories in Split

Mont Levy

Split is an essential feature for Credit Card accounting. One often needs to have multiples of the same category or easily find an existing category to add an entry while reconciling a credit card bill. It would be soooo convenient if the Split feature was easily sortable in alphabetical order.

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Randy 415

Yes, sometimes, I will have 10 items in a split. And to sort it, my way, would be great. Maybe based on Tag or Category, or Dollar amount.

volvogirl

Why are you splitting out the credit card bill? Just in case you are entering your credit card bills the wrong way…..
The proper way is to set up a credit card ACCOUNT and enter the charges into it when the purchase is made and assigning it to a category. Then when you pay the credit card bill you TRANSFER the payment from your checking account to the credit card account (not a category). Then if or when you download the payment from the bank you match it to the one you already entered.

When you enter the payment in your checking account you put the credit card account name in for the category using square brackets around the name to indicate it is a transfer...like this… [credit card] or newer Mac versions have a separate Transfer column.

I used to do it the wrong way for years! Then I wised up and now enter them properly. I would split my credit card payment into all the categories on one transaction in my checking account. And since I always pay more than the bill I would need to figure the difference and put it to another category. But then I needed to have them entered on the date the charges actually happened, especially at year end for taxes. So I finally set up a credit card account. It makes it much easier to enter and balance!

And if you split your credit card payment into the categories and some of the categories are Transfers to the same Account it will lump all them together and make 1 transaction in the Transfer Account.