Split transaction categories and buckets
in progress
Anthony
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)
Anthony
marked this post as
in progress
Anthony
🔨 (👈 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.
C
Carrlos Boyd
Anthony: Good choice!
Coleman Crenshaw
Notification to ask for review and allow user to edit.
C
Carrlos Boyd
Coleman Crenshaw: But it has to go somewhere in the meantime.
Coleman Crenshaw
Carrlos Boyd: carry the split percentage, seems the most straightforward to the user, I guess.
Coleman Crenshaw
But I think I meant by notify and wait for edit, was to take it from free to spend in the meantime.
Anthony
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?
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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?
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possible answers..
- 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
- add/take money from free-to-spend
- add/take money from free-to-spend and alert user of tx difference
- add/take from the bucket with the highest amount
- other suggestions???
O
Orange Ghost
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.
C
Carrlos Boyd
Anthony: Add/take from FTS, alert user, allow to be adjusted if desired.
J
Johnny
Anthony Soon? 0.o
C
Chris Lamothe
Throwing my vote in as well. I often buy multiple items from across expense categories from Amazon for example.
Hunter Eddington
This would help my expenses go back to normal! One upvote for me!
Anthony
marked this post as
under review