|
CheckBook's Splits, as they are now, are probably not the ideal way to store items that require categorization for an itemized statement or invoice. They lack a dedicated Type field to aid in categorization, and the To/From and Description fields are basically freeform text not meant to be displayed outside of the Split tab.
The Account Summary feature was not designed to display a subtotal of Split line items, primarily because showing them alongside actual Entries adds up to an irrelevant total and a less accurate big picture when taking in the Summary's graphs. The Account Summary would appear to double add or subtract as it displayed each Entry's Amount under its To/From and/or Description, then displayed each Split line item's Amount under its To/From and/or Description.
The situation is the opposite of ideal. You are probably not alone in your need to categorize your credit card transactions via Split line items and see them subtotaled in an Account Summary. We are already putting some brain power toward improving our Splits, so your concerns are more fuel for the fire. One short-term workaround is to retrieve your Split subtotals using CheckBook's Filter/Search feature. Select the Split To/From or Split Description Filter, enter a term to Filter for and set the Interactive Balance at the bottom right of the window to Filter Total. Less than elegant but should still work in a pinch.
_________________ Keith GugliottoPrimordial Sea CaptainSplasm Software https://www.splasm.com
|
Login
Register
FAQ
Search
