Hi,

part of my workflow with skrooge is
1. Import operations from QIF file
2. Automatically assign correct categories and payees using "find" functionality.
3. Manually splitting some operations which should have multiple categories.
Transaction in point 3 usually has correct category for most of items bought but few of them need a different category. Think of going to carrefour when most of what you buy falls into groceries category but you've also bought a dvd for which you need to have different one like 'movies' and a basketball which goes to 'sport'.
So you naturally do a split operation. The problem now is that if you modify first sub-operation to have 'movies' category and correct amount you paid for a dvd you loose a category that was assigned to whole operation in the beginning by 'find function'. So you need to re-enter it which is kind of redundant.

Please let me know what do you think and whether it's explained clear enough to understand.

Thanks,
kowalskiB

Hi,

Imagine that you have an operation set like this with "Search & Process":
100 € for "Alimentation"

Imagine that you would like to split this operation like this:
80 € for "Alimentation"
20€ for "Loisir"

To do that, you just have to do that:
1-From operation page, select this operation
2-Click on "Split" button
3-In the split table, modify 100 by 80 => a new line has been added with amount =20
4-Select this new line
5-Select the appropriate category
6-Click on "Modify"

This is done!

I hope this will help you.

Hi Stéphane,

Thanks for the reply. I agreed that could by done the way you described but imagine you have a receipt with 100 items out of which 90 falls into groceries category and each of remaining 10 falls into different category. Then step 3 on your list is not really doable, I either have to do 90 additions or 10 subtractions.
But now as you mentioned it I can go around this problem by setting amount in point to 0, split the operation 10 times and copy remaining balance to first row.

Thanks again!

Hi,

Here is a list of features that can help you:
- The massive update: https://docs.kde.org/trunk4/en/extragea ... ass_update
- Apply template (including splits) with "Search and process" + define template with splits in % (example: =0.1*total)