Split Joint Account Balances and Transactions
J
John
Option to split accounts balances and/or credit card transactions by percentage (for example, if you have a shared credit card with a partner, your account would show half of that)
O
Olivia
Merged in a post:
Display Partial Ownership of Accounts (Loans, Assets, etc.)
O
Olivia
I have a few real estate investments where I own <100%. I have partial equity stakes, partial mortgage debt burdens, partial ownerships of bank accounts that I want to displayed and tracked
O
Olivia
Merged in a post:
Auto split transactions from an account and merchant.
E
Eric
My partner and I share a credit card and some other bills. Currently these appear as full amounts against my budget, and she then pays me back later (typically a lump sum via Venmo)
It’s a pain/tedious to breakdown the Venmo and match up her contributions against my incurred budget items. As a result, my budgets are inflated vs. my actual spending.
It would be ideal if either:
1) any transaction from a certain credit card is only partially allocated (i.e. 50/50, 60/40, etc) to my personal budget
(e.g. for a grocery purchase $100; $50 appears in my budget)
2) similarly, any transaction from a certain merchant is partially allocated (e.g. PG&E utilities deducted directly from my checking)
Her portion could either be
A) ignored (we still track our personal finances separately)
B) put in a special category (that I would just ignore/exclude from budgets)
C) somehow managed as part of a shared/family budget
Thanks
O
Olivia
Merged in a post:
Allow “SPLIT” for accounts/loans
M
Mligotti
For example a partner and I went in on a mortgage together 50/50 can we split it up so my networth is more accurate? Same for splitting accounts with partners or properties were tracking manually.
O
Olivia
Merged in a post:
Automatically split all transactions associated with one card
O
Olivia
Shared credit card where all transactions are "split" between the two individuals.