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Batch splits

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bruceinlouisville

28 Feb, 2019 05:38 PM

Hello! I am trying to use Moneycance for my business as well as personal finances. I am importing transactions from Stripe and Paypal, and have a question.

I have three standard membership rates, each with their own price. I also have standard transaction fees from Stripe and Paypal.

I can get the transactions imported, but then I have to go into each one and add a split for the transaction fee. Since it is the same category and fee each time, I would like to be able to add these via the Batch Change menu.

So, I'm adding this as a conversation in hopes that it will get picked up in future versions. Thanks!

1. 1 Posted by rm2426 on 08 Mar, 2019 05:24 PM

   

   I also would like Percentages (%) be applied to split transactions as memorized as a percent of the amount of the transaction.....i.e. ABC Power Co $140, i.e. Utilities Electric:Home (80%) $112.00 and Utilities-Electric: SHOP (10%) $14.00 and Utilities-Electricity:Farm (10%) $14.00. Each time the bill amount is entered it is automatically split by PERCENT to each category to equal the amount entered based on the MEMORIZED TRANSACTION'S Percent from the prior saved identical Payee Transaction. Same application for Gas-Heat (Home, Shop, Farm, Office), and Auto Expenses (Business & Personal) , Insurance (Shop, Farm, House, & Home Office), and other categories..Cell Phone, Home Phone, Repairs, etc.
   Hope this also can be added to MD2019 updates.

   Thanks, Bob

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2. bruceinlouisville closed this discussion on 10 Mar, 2019 01:33 AM.

3. bruceinlouisville re-opened this discussion on 07 Feb, 2022 11:00 AM

4. 2 Posted by bruceinlouisvil... on 07 Feb, 2022 11:04 AM

   

   Revisiting this ...

   (1) Is there (or can there be) a way to apply a split to multiple transactions using the Batch Change dialog?

   (2) Is there a way to import transactions with a split?

   For now, I have found a kluge workaround: I use the Murgaa Macro Recorder to record adding a particular split, then apply it one at a time to the transactions I need split. Unfortunately, it is purely a keyboard-mouse playback tool; you can’t add logic to it, so I can’t have it do “all transactions with this amount.” So, I’d still like some way to add splits to multiple transactions at once.

   Thanks for a very useful piece of software!

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5. bruceinlouisville closed this discussion on 21 Mar, 2022 05:03 PM.