Splitting transactions by percentage

Hi there.

Before the user interface (UI) was updated, I used to be able to split a transaction by typing a percentage value into the dollar field and pressing enter. This is really critical to me since, like many of us, I need to split a transaction for a multi-unit home by percentage based on square footage. Ideally, I would like to be able to create a single rule that I could quickly apply to whatever transactions I want and it would apply the percentages automatically (example: 50% → Unit A, 25% → Unit B, 25% → Unit C).

Anyway - my issue is that now with the new UI, I don’t seem to have the ability to enter a percentage when splitting a transaction. I am constrained to typing a dollar amount. This is a major issue IMO. I tried different browser, but that didn’t help. I started a chat with someone in the chat window in the lower-right and they haven’t been able to provide answers or guidance in over two weeks.

Is anyone else having this issue? I skimmed the latest forums and didn’t see anyone else mentioning this. I’m not sure if I am alone or not.

Cheers

I do not recall seeing the option to split by percentage but that would be a very good feature. We break items up by percentage at times also.

Thanks for the reply!

Yes, this feature was super useful and really necessary for my specific use case. You would just type in “25%” in the dollar amount fields when splitting and it would automatically apply the appropriate percentage. This capability was removed earlier this year without notice.

Just FYI - I asked for an update on the status of the fix last week. I was told that it is still being worked, but there is no estimate on when it will be completed.

@beaunarragon I had no idea that you could do that in the old UI, thanks for teaching me something new. I actually still use the old UI because I don’t like the new menus.

image

The only workaround I can suggest when they eventually retire the old UI is to set up an Excel spreadsheet with your go-to formulas to minimize the errors of a manual transaction.

-Tom

Hi there!

Do you know if it is possible to revert back to the old UI? I would do that in a heartbeat just to get me through until they the new UI. I checked settings, but nothing was obvious.

-Beau

Hi @beaunarragon The top of the Transactions page should have a “Back to Original Transactions” option.

@beaunarragon you’re looking for this blue banner and link at the top of your screen:

image

Hope that helps

-Tom

I am unable to access this feature anymore either. This is a HUGE inconvenience and problem. Any updates on resolving this issue?

FWIW - I flagged this issue with the new user interface about a year ago when they first switched over. At the time, I was told that engineering was aware of the request but there was no timetable when it would be addressed. In the meantime, I was still able to use the old user interface.

Once they completely removed access to the legacy user interface, I reached out again. I received the same response: They were aware of the ask, but there is no information regarding when or if this will ever be fixed. Now - I am forced to have a separate spreadsheet open when I am splitting every expense. That feature is literally one of the main reasons I went with Stessa versus another solution.