Shared Credit Cards - Split Transactions
Automatically half transactions from a certain credit card that is split with a partner! Or determine how the transaction is split.
Since my partner and I have a shared credit card (and our own personal ones), right now I have to manually go and divide each transaction on this card in half so it doesn’t incorrectly overshoot my monthly budget.
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Comments1
team@waypointbudget
Oct 21
This is live now @Ana Jara. In Settings → Categorization Rules, add a rule, choose your shared card as the account and leave the merchant blank, then pick “Count part of it”. It starts at 50%, and you can change it. From then on every purchase on that card splits on its own once it posts: your half counts in its usual category and your partner’s half is left out of your budget.
Purchases already on the card can be split from the same screen with “Also split past transactions”.