I have transactions where only part of the transaction (operation) amount counts as a tax-deductible donation. So in Skrooge, I split the operation when entering it, and assign different categories to the two sub operations.

Now it's tax time I know I have to Go > View sub operations... for Last 1 Year to see only the partial amounts of those transactions in the category Charity > Donations. When I compare these to the operations grouped by category I found some discrepancies. For example I found a copied transaction (select the original, change it, then click [+ Add]) in which I hadn't updated the dates of the sub operations. However, one discrepancy stumps me. I have a single operation dated 2020-12-28 that doesn't appear to be split, because when I choose Split edit mode it shows a single sub operation with the same date, category, amount, and comment. But in View sub operations the same transaction's date is 2020-09-01! If I copy and paste the operation and sub-operation from Skrooge into a spreadsheet, the columns are identical apart from all the date fields (Date, Date_raw, Week, etc.). The creation date is 2020-09-02 for both of them. So how did the operation wind up with a different date to its sub-operation?

skierpage wrote:I have transactions where only part of the transaction (operation) amount counts as a tax-deductible donation. So in Skrooge, I split the operation when entering it, and assign different categories to the two sub operations.

Now it's tax time I know I have to Go > View sub operations... for Last 1 Year to see only the partial amounts of those transactions in the category Charity > Donations. When I compare these to the operations grouped by category I found some discrepancies. For example I found a copied transaction (select the original, change it, then click [+ Add]) in which I hadn't updated the dates of the sub operations. However, one discrepancy stumps me. I have a single operation dated 2020-12-28 that doesn't appear to be split, because when I choose Split edit mode it shows a single sub operation with the same date, category, amount, and comment. But in View sub operations the same transaction's date is 2020-09-01! If I copy and paste the operation and sub-operation from Skrooge into a spreadsheet, the columns are identical apart from all the date fields (Date, Date_raw, Week, etc.). The creation date is 2020-09-02 for both of them. So how did the operation wind up with a different date to its sub-operation?

I think by default when you create a split-transaction the sub-operations inherit the date from the parent record. Not sure what happens when you copy a split-operation and change the date. Anyway, you can change the date of the sub-operations individually, and also, you can align them using the 'tools > align the date of suboperations ...' option.