Split Amount in Budget

[biff]

In the display of my budget, the amount in the "Currently" column for the expense category Food shows as $100. However that is the total amount for a transaction that had two categories: Food $30, Lodging $70.

Is the current budget anount not able to parse split transactions or am I doing something wrong?

[Angeman]

Can you post some screenshots so I can see exactly where the "Currently" column you are looking at is ? Thanks

[biff]

It looks like the culprit is splits with a credit amount. Credits are included in transaction displays, not in "currently" budget display. Is there a way to fix this?

[Angeman]

You have to check the "Refund" box for these 2 splits in the bottom of the transaction editing screen.

[biff]

Checking the Refund box worked. Thanks.

Since I have many transactions with the same problem, I tried a "Set refund" action in Rules. However it changes all the splits in a transaction, even though the Condition limited it to a specific splits category. And a batch edit did not allow checking/unchecking the refund box.

Is there any other way to edit and set the refund on individual splits for multiple transactions?

[Angeman]

You don't need to create a rule for this, you can edit multiple transactions by clicking on "Select" on the top right corner of the transactions list. If all the transactions you select have the same number of splits and the same structure, you will be able to modify the credit split and set it as a refund.