Smart rule for joint account

Hey guys,

First of all, congrats on the great work. I’ve been using Emma Pro for the last 2 weeks and I’m absolutely in love (I even dropped my finance spreadsheet!).

I just have a suggestion that would make my life (and hopefully others) way easier when using the app.

I have my personal account as well as my joint account synced in Emma. I set up my budget at an individual level so, every time there is a new transaction in my joint account, I split it and move a part of the transaction to the excluded category.

It would be great if I could set up a smart rule to do this automatically. In my spreadsheet looked something like this =IF(AccountType=‘Joint’,Amount/2,Amount).



1 Like

Hey @Shenron, thanks a lot for the suggestion!

Joint accounts are something we have been looking at for a very long time.

At the time being, what we have been working on is a new feature called Spaces. This will allow you to put accounts in different buckets and set budgets for each bucket.

We have also checked the solution you are proposing and it’s definitely something we might add in the app in the short/medium term.