Provide the concept of family members or tags to do the same
It would be nice to know e.g. that if I spent money on clothes who it actually, was for , me, wife, children so that we can track expenses and budget management by person or domain. MSmoney has this feature and it's great to see how much each individual is complying or not complying with their budget. Right now, it's a bit difficult to do that. This allocation of a family member or tag needs to apply to split transactions too. Eg we go buy clothes , but in 1 CC transaction, I buy clothes for myself , wife and children so I need to split and tag that transaction accordingly so that if I run a report at end of year, I can see spend per person/tag per category.
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5 comments
  • Bumping up to see if this can be considered. Right now, I have to do this by using the notes feature to allocate who spent the money ... but then to report, I need to export to Excel to do the analysis. It would be nice to use a tags feature to allocate to transactions which would meet the same need.

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  • Hi Manish,

    Thanks so much for adding your thoughts. I'll pass your feedback onto our product team to see if we can add the feature to our pipeline :)

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  • Tags would be useful. For example, for tagging work expenses which also fall into another category. Then I could export just work expenses.

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  • What I am doing which is not great/ideal but means I can manage it faster in Excel for reporting is to create multiple categories of the same thing e.g. clothing but then add the family members name behind it e.g clothing-john, clothing-jane. This way I can then use it also in the split transactions which mean reporting can be easier. Tags would really be a game changer

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  • Thanks for the additional comments! We've shared them with our Product team as well :)

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