In my case I have an account/app called Satispay where I have some money and my company Meal voucher. When I pay it take some money from the meal voucher and other from my credit.
When I pay from this app I use two different transaction, but in the app I see only one. It can be usefull to have only one transaction splitted by 2 different account.
In my view we can use the same split method used by split category.
In the account view i’ll see only the amount spent.
It’s not a mandatory feature, but it coul be nice to have.
In my case I use moneymatter only with manual input without connecting it to my bank account
dmytro_sv
Team•
Oct 26
I just realized I'm not really sure this is a gap in the app – you can already create 2 transactions, one from your bank account and one from your voucher account, and then group them into a single group (https://docs.moneymatter.app/transactions/groups/). In the Table view they'll show as two separate transactions, cause in fact they are, but in the List view they'll be combined into one group row.
As I understand, the only inconvenience with groups is the design – a group doesn't look like a single transaction, it's explicitly rendered as a bundle of different ones, and there's no hard link between them, so you can delete either of the transactions on its own.
So I assume what you need is "One transaction on the ledger, where different parts of the amount’s pool covered by different accounts"? So what you expect on the UI is something like “a transaction where user can select several “paid from” accounts, with an ability to specify the amounts” – right?
One more question: is your case, card synced with the bank? If yes, the bank will only send the card part (e.g. $70), so I guess you'd rather want to attach the voucher part ($30 from your voucher account) to it, effectively making it an $100 expense (for example a single purcahse of some device in the store).
Let me know if I’m thinking in the correct direction, to cover the case in the best way possible 🙏
steinerized
•
Oct 28
As my fellow italian ptiozzo said, this would be very useful in case of a single transaction with voucher in it.
Eg: A meal is worth 16.50, my single voucher worths 10.50, and i’ve an account called “Ticket”. The remaining part, 6.00, will be payed with my credit card, and i would register the transaction in “credit Card” account.
But it would be nice to have the 16.50 whole transaction, then split it in two or more parts
dmytro_sv
Team•
Oct 28
Yeah, as long as you will have your Voucher account in the system, it will be possible to do in the next release :) Just testing it atm. If you want to test, you can check it out here https://pr-807.preview.moneymatter.app (you won’t be able to use the OAuth to sign-in, only email+pass, or create a new account and restore your backup there).
Should arrive today
steinerized
•
Oct 28
Ok, i just tried to test and, as a begin, it’s exactly what i meant, and the linking between existing tx it’s useful to! MAybe, in a future release, i would like to use different Payment Type depending on Account, but this is hairsplitting now. Thanks Dmytro!
dmytro_sv
Team•
Oct 28
different Payment Type depending on Account
Hmm actually should be fairly easy to do it. Account has a default Payment Type, and upon linking this extra transaction can easily inherit it
UPD: “Account has a default Payment Type” ah lol apparently not… well good time to add it
souran
•
Oct 20
My use case is to split the bank mortgage transaction into interest and principal repayment parts. The principal repayment should be transferred to the loan account so that its balance is adjusted automatically every month, instead of me having to update it manually as I do now.
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Comments8
Oct 28
PinnedDone and already released
ptiozzo
Oct 27
In my case I have an account/app called Satispay where I have some money and my company Meal voucher. When I pay it take some money from the meal voucher and other from my credit.
When I pay from this app I use two different transaction, but in the app I see only one. It can be usefull to have only one transaction splitted by 2 different account.
In my view we can use the same split method used by split category.
In the account view i’ll see only the amount spent.
It’s not a mandatory feature, but it coul be nice to have.
In my case I use moneymatter only with manual input without connecting it to my bank account
dmytro_sv
Oct 26
I just realized I'm not really sure this is a gap in the app – you can already create 2 transactions, one from your bank account and one from your voucher account, and then group them into a single group (https://docs.moneymatter.app/transactions/groups/). In the Table view they'll show as two separate transactions, cause in fact they are, but in the List view they'll be combined into one group row.
As I understand, the only inconvenience with groups is the design – a group doesn't look like a single transaction, it's explicitly rendered as a bundle of different ones, and there's no hard link between them, so you can delete either of the transactions on its own.
So I assume what you need is "One transaction on the ledger, where different parts of the amount’s pool covered by different accounts"? So what you expect on the UI is something like “a transaction where user can select several “paid from” accounts, with an ability to specify the amounts” – right?
One more question: is your case, card synced with the bank? If yes, the bank will only send the card part (e.g. $70), so I guess you'd rather want to attach the voucher part ($30 from your voucher account) to it, effectively making it an $100 expense (for example a single purcahse of some device in the store).
Let me know if I’m thinking in the correct direction, to cover the case in the best way possible 🙏
steinerized
Oct 28
As my fellow italian ptiozzo said, this would be very useful in case of a single transaction with voucher in it.
Eg: A meal is worth 16.50, my single voucher worths 10.50, and i’ve an account called “Ticket”. The remaining part, 6.00, will be payed with my credit card, and i would register the transaction in “credit Card” account.
But it would be nice to have the 16.50 whole transaction, then split it in two or more parts
dmytro_sv
Oct 28
Yeah, as long as you will have your Voucher account in the system, it will be possible to do in the next release :) Just testing it atm. If you want to test, you can check it out here https://pr-807.preview.moneymatter.app (you won’t be able to use the OAuth to sign-in, only email+pass, or create a new account and restore your backup there).
Should arrive today
steinerized
Oct 28
Ok, i just tried to test and, as a begin, it’s exactly what i meant, and the linking between existing tx it’s useful to! MAybe, in a future release, i would like to use different Payment Type depending on Account, but this is hairsplitting now. Thanks Dmytro!
dmytro_sv
Oct 28
Hmm actually should be fairly easy to do it. Account has a default Payment Type, and upon linking this extra transaction can easily inherit it
UPD: “Account has a default Payment Type” ah lol apparently not… well good time to add it
souran
Oct 20
My use case is to split the bank mortgage transaction into interest and principal repayment parts. The principal repayment should be transferred to the loan account so that its balance is adjusted automatically every month, instead of me having to update it manually as I do now.