Filter by Collaborator
under review
S
Shawn
It would be nice for budgets shared by couples to be able to filter by collaborator. Sometimes I want to see only my accounts and incomes, etc. I would hope this would be budget wide and would stick between pages.
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C
Chris
+1 to this. Right now we have created fully separate categories (ie a few categories and groups for me and a few mirrored categories groups for my partner), and are using rules to always tag incoming transactions as follow:
- my expense: tagged as "Me"
- my partner's expense: tagged as "Them"
- a shared expense paid by me: split in two, both tagged as "Shared", first additionally as "Me", second additionally as "Them", "Them owes Me"
- a shared expense paid by them: split in two, both tagged as "Shared", first additionally as "Them", second additionally as "Me", "Me owes them"
We'll have to constantly load the budget transactions view filtered by "Me" or "Them" to view finances from one person's perspective. Ideally this would be natively supported, but short of that, an MVP with default filters saved per collaborator would help tremendously
Jen from Lunch Money
under review