Beacon BudgetB
Beacon Budget
Nov 28

Split transaction categories and buckets

Allow a user to split transactions after they've been imported into DAS. This won't include automatic splits as DAS does not know how much or what buckets to split from. Ex: You spend $130 at Target, $90 is spent from your Groceries expense (and marked as groceries category), and $40 spent from your Gaming expense (and marked as entertainment category)
CompletedCompleted

Feb 4, 2023

🔨 (👈 imagine that's a gavel) I asked discord and this thread. And I'll go with DAS not making any assumptions. Money will be taken/added to Free-to-Spend and users will get notified about their split being spent from Free-to-Spend.

Feb 4, 2023

Anthony: Good choice!

Feb 4, 2023

Notification to ask for review and allow user to edit.

Feb 4, 2023

Coleman Crenshaw: But it has to go somewhere in the meantime.

Feb 4, 2023

Carrlos Boyd: carry the split percentage, seems the most straightforward to the user, I guess.

Feb 4, 2023

But I think I meant by notify and wait for edit, was to take it from free to spend in the meantime.

Feb 4, 2023

Questions.. Say you split a transaction from Target. $135.65 - bucket = Groceries $59.99 - bucket = Entertainment #hogwartslegacy $195.64 total That transaction later gets updated to $150.00.. what would you expect DAS to do? --- Scenario 2: You split dinner $65.66 - bucket = Eating Out $23.65 - bucket = Friends that owe me money $89.31 total That transaction later gets updated to $105.48. What would you expect DAS to do? --- possible answers.. 1. scale everything up/down by the percentages from pending -> posted a. The total tx went up by 10%, take an additional 10% from each bucket to match the final amount b. The total tx went down by 10%, deposit the 10% to each bucket to match the final amount 2. add/take money from free-to-spend 3. add/take money from free-to-spend and alert user of tx difference 4. add/take from the bucket with the highest amount 5. other suggestions???

Feb 4, 2023

Anthony: for example, the transaction was split into 2 chunks assigned to 2 categories, if you update the amount DAS can create a new chunk and mark it as an “unassigned” transaction for the user to categorize. This chunk can be + or - like other transactions.

Feb 4, 2023

Anthony: Add/take from FTS, alert user, allow to be adjusted if desired.

Jan 28, 2023

Anthony Soon? 0.o

Feb 14, 2022

Throwing my vote in as well. I often buy multiple items from across expense categories from Amazon for example.

Dec 2, 2021

This would help my expenses go back to normal! One upvote for me!