tag:infinitekind.tenderapp.com,2009-01-14:/discussions/general-questions/105343-split-transactionsInfinite Kind: Discussion 2021-02-13T14:20:24Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/488294772020-11-14T12:00:28Z2020-11-14T12:00:29ZSplit transactions<div><p>Hello!</p>
<p>I am a newbie to Moneydance, having given up on Quicken after many, many years. For the most part Moneydance is working for me as I am just looking for a way to keep track of my income/expenses and pull relevant reports. I don't use it for online banking or budgeting.</p>
<p>The ONE thing that I can't make work is getting a report to include totals from split transactions. Example - I have a category called 'Groceries' for any food I purchase, and a category called 'Medical' for any medical expenses. I recently went to the pharmacy to purchase a prescription and grabbed a snack while checking out. I entered this into Moneydance ($4 for the script and $1 for the snack) as a split transaction, assigning the Groceries and Medical categories to each. The problem is that when I run my memorized report for how much I spent on groceries this month it totals all but the $1 spent on the split transaction snack.</p>
<p>I know this has been discussed in previous posts (believe me I have searched) and I have found a workaround by using tags. It is not convenient nor efficient to need to add both a category AND a tag to get the results I am looking for. It seems like a no-brainer to me that I should be able to include ALL category entries in my report but I can't make it work.</p>
<p>Any suggestions would be very much appreciated. I would really, really like to kick the Quicken habit and continue using Moneydance.</p>
<p>Thanks to all in advance</p>
<p>Note: I am a Windows 10 user with a paid version of 2021 Moneydance</p></div>Stuart Edsontag:infinitekind.tenderapp.com,2009-01-14:Comment/488294772020-11-14T13:30:43Z2020-11-14T13:30:43ZSplit transactions<div><p>just a user,</p>
<p>What report are you using ?</p></div>mhoggietag:infinitekind.tenderapp.com,2009-01-14:Comment/488294772020-11-14T13:40:27Z2020-11-14T13:40:29ZSplit transactions<div><p>I'm using a memorized report based on Cash Flow.</p></div>Stuart Edsontag:infinitekind.tenderapp.com,2009-01-14:Comment/488294772020-11-14T13:54:56Z2020-11-14T13:54:56ZSplit transactions<div><p>just a user,</p>
<p>The Cash Flow report seems to be messed up for pulling category details.<br>
Use the Income and Expense report and I think you will have better results. It will separate everything by categories and list a subtotal for each.</p></div>mhoggietag:infinitekind.tenderapp.com,2009-01-14:Comment/488294772020-11-14T14:11:04Z2020-11-14T14:11:05ZSplit transactions<div><p>Perfect! Thank you so much!</p></div>Stuart Edson