Ability to split recurring transactions
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Felippe Felisola Caso
My use case is similar to the one in https://feedback.lunchmoney.app/rules/p/rule-to-remove-x-of-transaction
I track my expenses and some of them are shared with my partner. I want to be able to also split transactions I track as recurring (e.g. internet bill)
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Dustin Dauncey
I'd love to see this supported too. For example, a $100 monthly subscription might be split into $30 for business and $70 for personal use, each with its own category.
Ideally, the full $100 charge would count once as the recurring payment, while the split portions keep their own categories. Currently, linking splits to a recurring item can apply its category to the portions and show the original charge and splits as multiple recurring transactions for the same period.
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Philopatear Salib
I built a small open-source tool for this while waiting for a native feature: it automatically splits matching recurring charges (e.g. an internet bill) into several categories, by percentage, fixed amount, or the proportions of a past bill. For shared bills, you can send your partner’s share to its own category. Runs daily on your own computer via the Lunch Money API.
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Daniel Cooper
Hi! I believe this is what you're looking for: https://lunchmoney.canny.io/rules/p/run-split-transactions-through-rules-once. You want to split first, then link to recurring. Your expected recurring amount will be your split amount.