Split expenses to transfer
At the moment transactions can only be split if they are expenses. Some times it could be useful to split an expense into a transfer also.
Use case: a friend asks me to buy something at the supermarket where I'm going to buy my own stuff. I pay for my stuff and my friend stuff with a single payment. My friend reimburse me in cash.
With the new feature proposed, I could easily split the expense into a e.g. grocery expense, and a transfer to cash for the reimbursed part.
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Nicola commented
I already do that using the split feature, then I use the categories "loan" and "repayment"
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M.T. commented
agree that the ability to split expenses and transfers would be a valuable addition. While splitting expenses is handy, having a reimbursement feature could make managing shared expenses even more convenient. This way, you can accurately track who owes what and simplify the process of settling up with friends and colleagues. It's a great suggestion for improving financial management apps! 👍💰
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Oleksii commented
Highly needed this feature! Especially for those transactions from syncing bank account.
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Hynek “Lich Player CZ” Řeháček commented
How do you guys split the expenses? I cannot find it anywhere
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Kamil Wójcik commented
Alternatively, You may split your record to 2 expenses, then open a record with spending for your friend and change its type from expense to transfer.
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Kamil Wójcik commented
@Mario
OK. Second attempt. :)
- Split your transaction into 2 records (expenses)
- First one should be equal to your spendings
- Second one should be equal to spending for your friend
- Assign correct category to your spendingsYour spendings are done here. Now let's work on spendings for your firend.
- Assign the second record (the one with spending for your friend) to the category Financial expenses: sub-category: Loans, interests.
- Create a new debt and provide info that this is a debt for your friend John (just an example).
- Add a record to that debt (select to not create a new record and to use the existing one)
- add that existing record.
- Now, when a friend will give you cash back, go to Debts
- click on Add record,
- create a new one this time,
- select an account to which you got money from your friend, amount and save.* (if a total balance of debt will be equal zero, debt will be automatically closed)
** (the newly added transaction, an income from your friend) will be created under category Incomes: Loans (or something like that).That's the way I recommend.
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Mario commented
Sorry but I don't see any "debt (expense)" or "debt (income)" category in the list.
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Kamil Wójcik commented
In such case I divide payment into categories "grocery" and "debt (expense)". If/when he will give me a cash I create a transaction - income "debt (income)". Additionally create a debt for those transactions.
It allows me to precisly track my money thanks to filters, debts, etc.
However, in your case you may split expense into 2 transactions and change the second one to transfer.