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Split a transaction into two separate?

Say I have a transaction from a big blue box store that I bought both groceries and household items. Applying either Groceries or Shopping would skew the budget for either.

I could create a manual transaction for the correct amount of part of the actual transaction, apply the category, revised the date, and save it. Then edit the imported transaction amount, and apply the other category.

Or, Waypoint lets me split the transaction. Perhaps displaying both proposed transactions, allowing the names to be changed, categories to be applied. Then also showing either a slider for the amount to be split between the two new transactions, or an amount field for both with the corresponding result shown when a value is entered in one.

Status: Completed2 comments

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Comments2

  • team@waypointbudget

    Team•

    Feb 26

    Hey Claus,

    This is shipped now. You should be able to split transactions now. I would love if you can give it a try. Will try to make an announcement later this week or next week formally.

    But I hope this satisfies your needs and hopefully others too :). Let me know if your sharp eye catches any issues!

  • team@waypointbudget

    Team•

    Feb 23

    This is a pretty good one. Also on my roadmap planned for this week. Had quite a few requests for this one too so I think I’ll move it up in priority.

    It’s just a bit more complex in terms of code setup but otherwise the feature should work simply. I’ll keep you in the loop on this one!