POSTing split transactions
Do you have an example of creating a new transaction that is split? I've tried several things through the API, but nothing seems to work. Is this supported? If not, do you have a timeline for it? If it is supported, can we have an example json that works? Thanks!
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Hey Robert ! For right now, adding split transactions through the API isn't supported ( https://api.youneedabudget.com/v1#/Transactions/createTransaction ), but I added it to our list of feature requests!
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Is there an ETA on when split transaction support will be added to the API? It's been about 6 weeks so was just wondering. I'm waiting on this for a few use cases.
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Robert We don't have an ETA for this but it's still on the list!
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I would love this feature! I hope it comes soon!
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+1 to this feature -- my use case would be for divvying my paystub up. My current workflow is to take my direct deposit transaction and manually split earnings, deductions, taxes, etc. I've written a Python script to scrape the paystub PDF and grab all that information. If I could PATCH an existing transaction to split it automatically, then I could automate this completely!
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Hi. Another +1 for this feature. The multi-currency add-on would need this to convert the amount of subtransactions.
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How can anyone budget without splitting transactions - balancing with checking account is a mess without this feature:(
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Another vote for this feature. Basically every use for the API that I have involves split transactions.
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I would also like to be able to patch in split transactions.
What I want to be able to do, is set aside tax on income transactions in a verifiable manner.
In YNAB4, I used to set a month-category note detailing the transactions that allocation covered. YNAB online doesn't seem to have per-month category notes anymore.
The best way I can think of doing this now is adding a split category on income transactions between my tax category and the To be Budgeted category. I would much prefer to be able to do this via the API rather than a lot of clicking and work with calc.
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Yes! Want this! Need this!
Incidentally, I tried to export a transaction that was split 5 ways to a csv and then import those same transactions back into YNAB (again via the csv) and what I got was 3 separate transactions in YNAB: two were missing, and they weren't recorded as a split in YNAB. Seems a little buggy to me...
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Slate Blue Lion This isn't documented well, but the budget export CSV wasn’t designed to be re-imported via FBI, nor does FBI support splits. Sorry you ran into that!
FBI == file-based import
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George Thanks for replaying. YNAB is great--but I do have a hard time believing that what is exported from YNAB can't be re-imported exactly. It just doesn't make sense. There is a real use case for FBI of potentially MANY transactions. Seems like a major deficiency. See, for example: https://support.youneedabudget.com/t/63d1fg/csv-import-with-budget-categories
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Slate Blue Lion I understand your frustration. Please be patient, the API is relatively new and starting to grow. We have a lot of ideas for building it out, but it will take time.
I've noted your and Alfred 's interest. Thanks for your feedback.
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Looking forward to see this feature too. I'm planning an app that will basically improves the split transaction experience in the current web app UI. I hope this will be released soon.
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I'm looking forward to this feature. I split my income percentage-wise based on anticipated tax, amounts for various things like business R&D, etc., and was wondering if I'd be able to automate that (e.g. interfacing with a Google Sheet containing these percentages).
I see splits aren't supported yet, so I won't be able to do so until then. Fingers crossed!
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I'm in the same boat. Use case is splitting up my rent tracking spreadsheet into my budget to avoid having to track all of my various monthly expenses in two places.
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Kevin K. and Stephen Dolan If you have a moment, would you mind submitting a Feature Request for this? It lets our development team know what's important to you. Thanks!
And anyone else interested can do the same. :)Reply -
George ,
The sidebar on this support issue says that the status is "ADDED TO FEATURE REQUESTS". Is that not accurate?
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Stephen Dolan That was about to be my exact question.
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Stephen Dolan Robert Hello! Sorry for the confusion there! It looks that that's an older flag we used in the past.
Yes, it is accurate, but we've adjusted our process a bit. Now users like you can submit that via the Feature Request form, and it goes directly into our system—to let our team know you'd like to see that option! That way, we can keep better track and record the feedback appropriately, as requests come in. 😄Reply -
Nicole I'm still not clear as to whether or not I need to re-submit the feature request at that link.
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Nicole Ok. I'm guessing you're just having to keep track of interest manually versus the feedback and likes here. I'll create a feature request as well.
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Oh, look at that. I hadn't noticed. That's cool. I think that may have been triggered by our manual "record feature request" flow. Regardless, different people submitting the same feature request helps us better gauge interest.
We just updated the manual Feature Request form to include API options so we can use that (self-serve) form for API feature request, too.
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Oops! Looks like Nicole beat me to it. Sorry for the redundant post!
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Any update on this? I saw that there was an API update last Jun 11, 2019. I tested if creating split transaction would now work but unfortunately, it is still not. Shouldn't this be a simple feature to implement (add subtransactions property) but has a very high value to customers? I also didn't see this in Up Next page. It's been 1 year already since the original request...
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bump. this would be super super useful!
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Without the ability to post split transactions, YNAB can not give accurate budget info. The desktop has had it for 10 years, but no longer functioning. I guess I'll have to find something that works.
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Tan Cup Are you referring to the YNAB application itself or the API? YNAB itself definitely supports split transactions. It's just the API that currently doesn't support creating or modifying them.
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I finally got it to work. I was referring to the app. It is substantially different in how it deals with split trans.
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Tan Cup How did you get it to work?
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Hi Turquoise Drum !
You can find detailed instructions on how to create a split transaction in our Help Docs. :)
You'll begin by entering a new transaction as usual. When you reach the budget category field, select Split (Multiple Categories) from the bottom of the category drop-down menu.
If you're entering income, you can even assign a different payee to each category line, if needed. This is most useful when depositing multiple checks and/or cash at a time.
Give that a try and let me know if you still have questions!
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I meant via the API. Unclear to me if Tan Cup got it to work via the API or the website. I know how to do it via the website, but would also like to do it via the API. Last I saw, the put transaction endpoint for updating a transaction doesn't allow splits.
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Turquoise Drum Sorry for misunderstanding! The API doesn't currently support creating or modifying split transactions.
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