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Keep Split Transactions Together

  1. #1
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    Keep Split Transactions Together

    Hello,

    I used conditional formatting to show "Split" transactions on the 'Transactions' sheet. Is there a way to always keep them together when sorting other columns? They will always use the same Account, on the same Date, and from the same Payee.

    But as you can see by the one example in column G are the cells with the split transaction separated and not in adjacent rows.

    Can they always stay in adjacent rows?

    Thank you

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    Re: Keep Split Transactions Together

    The answer is No if you are varying the sort parameters: unless SPLIT is a sort "key" so you sort by "Tag" or include SPLIT as a sort parameter in the other sorts.

    All the Sorts except Category will retain consecutive rows: you can change the Category sort to sort by Tag then Category.

    Attached is recorded macro for this if you want to try it

    Attached shows results of sort.

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    Attached Files Attached Files

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    Re: Keep Split Transactions Together

    Added Sort button for TAG
    Attached Files Attached Files

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    Re: Keep Split Transactions Together

    I will figure it out perhaps with different columns. Maybe ID for each transaction?

    Thanks

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    Re: Keep Split Transactions Together

    Whatever you do you are going to need a new/amended sort.

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    Re: Keep Split Transactions Together

    Not necessary to have this feature.

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