Joint account splitting

Are there any plans to add specific support for splitting transactions on joint account ? I would like all spending on joint account to be multiplied by half !

Thanks
David

5 Likes

Yes!! Would love to see this…I’ve been splitting mine manually!

How would you go about this? :slight_smile:

Thanks for the reply !

I guess when summarising spending I would like to see all the outgoing transactions on the joint account multiplied by half (unless they are transfers). Or could do it by proportion of income to joint account coming from my account if that makes sense.

Currently I do this with my own finances by using the starling api and modifying the transaction data which is quite manual.

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Yes, in theory we have a “manual way”.

Emma Pro supports transactions’ splitting, so if you split everything and put one half in ‘Excluded’, you would get the result. :stuck_out_tongue:

Ah thanks I see that works ! Don’t think I can face doing it for every transaction though

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Yeah, it’s a challenge.

It is even more difficult to have this automated. :cry:

Just joined the community to see if something like this was mentioned here :slight_smile:
This is currently the only thing missing for me to correctly manage my spending/budgets.
It would be great to have the option to set a percentage of individual contribution to joint account transactions (e.g. 50%)
It would halve the joint account balance as well, but that half is my correct share of the joint account.
I understand the trickiness, but as long as each amount for that account is halved, there should be no issues with past transactions.

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You would be happy with having a 50% button turned on? We split the balance and transactions.

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Yes, I had a more detailed look and that would be perfect.
I would then exclude any transfers from my personal account to my joint account (one on each side) + exclude the matching transfers of the second person on the joint account so they’re not treated as income. I do something similar at the moment.
That way the joint account transactions will exactly reflect my portion of the spending and the personal to joint transfers will not inflate the monthly income when excluded.

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Thanks for letting me know. :slight_smile: