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S
suesurby
March 30, 2020
Question

I want to change the rule for split. It is showing % and I want to use $ amount. Thank you!

  • March 30, 2020
  • 14 replies
  • 47 views
No text available

    14 replies

    Ashley H
    Ashley H
    Level 4
    March 30, 2020

    Welcome to the Community, @suesurby. 

     

    At this time, there's not a way to change the % to $ on Split Transactions. I'm going to submit feedback to our Product Development Team about bringing in a feature to allow this to happen. 

     

    Let me know if you have additional questions or concerns. I'm always here if you need me.

      D
      debbiemt
      November 5, 2024

      Yes, I would also like to be able to split bank transactions by dollar when setting up rules. 

      C
      Candice14
      Level 8
      November 5, 2024

      Good morning, @debbiemt. 

       

      Thanks for hopping on this thread. 

       

      I can see how this could be beneficial for your business. However, I recommend submitting feedback to our Product Developers so they can consider adding this in the near future. They take the time to review every request and try to add them into the next available update. 

       

      Feel free to reach back out if you have any other concerns. Have a great day! 

      S
      Sparklewithtracy
      March 30, 2020

      How would QB suggest this be done? Percentage when isnt an option - thanks

      R
      Rasa-LilaMQuickBooks Team
      QuickBooks Team
      April 1, 2020

      Hello there, @suesurby.


      Thanks for adding screenshots about your concern. This gives me a better idea of what’s happening to the transactions.


      Let’s configure the Split by settings so you can breakdown the entries by percentage. I can walk you through the process.

       

      1. On the Transactions page, choose the entry you’re working on and then hit the Split menu.
      2. This will open the Split transaction window.
      3. Go to the Split by section and click the drop-down to choose Percentage.
      4. After performing this action, the Percentage column will appear.
      5. From there, input the amount and then hit Save.

      These steps will get you back to business. I’m also adding a guide that provides an overview of adding and modifying a transaction rule: Create rules to speed up reviews in QuickBooks Self-Employed.


      Let me know in the comment box if you need further assistance while working in QBSE. I’m more than happy to assist further. Enjoy the rest of the day.

      A
      AnimusPress
      January 22, 2021

      I have this same issue. There is no pulldown option to "Split By" in my split menu. I am only able to split by percentage and nothing else. This is very frustrating because I have several transactions that are combined totals where a set amount is always $625 and I want to split the remainder. If I could do fractions of percentages, I could get close, but I can only do whole number percentages so the total is always off by a few dollars. How can I make this work??

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