If you split a transaction, say a mortgage payment into PITI you can later change the individual split transactions individually. but they still need to be tied together so the total matches your bank payment… If you go to edit a split transaction, there should be a flag assigned that says that is part of a split transaction and therefore brings up the split screen with all the other portions of the transactions so that if you need to make an edit, to a tax/insurance entry for instance, you have to make sure the total balances.
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Agreed! can not reconcile and or track
Stessa does show it being a split only if you click on the transaction and scroll to the bottom. But only if you know it is. We have been writing it in the descriptions.
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Yes, raising this feature request again. There needs to be a flag on a split transaction so you can search on all split transactions to review and audit. Also for reconcile purposes. I can no longer match the original ‘bank’ amount to my Stessa transaction.
Yes it is almost impossible to track or reconcile after the split. Maybe even a color change or a sub category that gets automatically added after a split