Allow fixed dollar amount in Spit rules with a range for Amount
J
JP Shipherd
Currently, a rule based on an amount range requires that instructions to split the transaction use percentages. There are several use cases where it would be useful to split such a transaction with a fixed amount for the first split and then have the second split be whatever the remainder of the amount is. An example might be gratuities. Say I offer a service that costs $50. I might create a rule that applies to transactions with an amount in the range of $50-$250. I would set the amount on the first split transaction to be $50 and be categorized as a payment for a service. The second split transaction could then set the amount to the remainder and classify it as a gratuity. (The system could allow multiple subsequent splits based on a percentage of the remainder).
This wouldn't be a big change from the existing behavior, the only change necessary would be to allow the user to set a fixed amount that is less than or equal to the minimum of the amount range specified in the rule criteria on the first split transaction.
Log In