Holding on #66064 to implement for both % and amounts.
In Classic, when a user splits an expense, we try to update the amounts for all splits to equal the amount of the original transaction automatically. We opted to go a simpler route with NewDot splits to start, avoiding any automatic updates, and punted adding this logic to a follow-up. This is that follow-up:
Problem: When users are editing the separate portions of a split they are typically trying to ensure all the portions add up to the original transaction amount.
Solution: Automatically change amounts and percentages when creating a split to add up to the original transaction amount to remove clicks/steps for the submitter. To do so, we'll implement our Classic logic:
Core logic:
- Default/unmodified values adjust automatically: Any split that hasn't been manually edited (i.e., still at its default value) will auto-adjust evenly so that all splits add up to 100% (for percentages) or the total amount (for amounts).
- Edited values are preserved: Once a user manually edits a percentage (or amount), that value is “locked in” and will never be auto-updated.
- Editing an initial split will preserve all Split values: We've added the ability to edit existing splits in NewDot and the individaul splits of an expense may be on different reports and in different states. To avoid complexity, when a user edits an amount or percentage on an existing split, we treat all splits as manually edited and stop auto-adjusting them.
Behavior for Adding Splits
- When a new split is added: Instead of defaulting to 0%, the system will redistribute all unedited splits automatically so they balance out to 100%.
Simple adding splits Example:
- Submitter taps More > Split on a $10 expense
- Two initial splits exist at 50/50 = $5/$5
- Submitter taps 'Add split'
- A third split is added and the amounts are updated to 33%/33%/34% = $3.33/$3.33/$3.34
Further editing example:
- Submitter taps More > Split on a $10 expense
- Two initial splits exist at 50/50 = $5/$5
- Submitter edits Split A to $3.
- Split B automatically updates to $7
- Submitter taps 'Add split'
- A third split is added. A remains $3, B updates to $3.50, the new split C is added as $3.50.
Error handling:
- Users can still manually override and push totals over/under 100%.
- In those cases, the same existing error message for invalid totals will be shown.
Issue Owner
Current Issue Owner: @CortneyOfstadUpwork Automation - Do Not Edit
- Upwork Job URL: https://www.upwork.com/jobs/~022026960234846731129
- Upwork Job ID: 2026960234846731129
- Last Price Increase: 2026-02-26
Holding on #66064 to implement for both % and amounts.
In Classic, when a user splits an expense, we try to update the amounts for all splits to equal the amount of the original transaction automatically. We opted to go a simpler route with NewDot splits to start, avoiding any automatic updates, and punted adding this logic to a follow-up. This is that follow-up:
Problem: When users are editing the separate portions of a split they are typically trying to ensure all the portions add up to the original transaction amount.
Solution: Automatically change amounts and percentages when creating a split to add up to the original transaction amount to remove clicks/steps for the submitter. To do so, we'll implement our Classic logic:
Core logic:
Behavior for Adding Splits
Simple adding splits Example:
Further editing example:
Error handling:
Issue Owner
Current Issue Owner: @CortneyOfstadUpwork Automation - Do Not Edit