Report for a shared account

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andrea01
Posts: 8
Joined: 16 March 2011, 13:10

Report for a shared account

Post by andrea01 » 06 May 2020, 16:55

Hello

My girlfried and me use a shared account for common expenses.
I set 2 owners for this account as you listed in the account documentation.
When I create a report only for my expenses, I expect that the transactions of this shared account appear for me with 50%. But the transactions appear with 100%
How can I restrict the expenses in the report only for my own half?
The report transaction filter: [split] owner | contains | <myself>
doesn't reduce the expenses to my own half.

The expected behaviour works, if I split the transaction into two and set for each split a different owner.
Do have to split every transaction into two splits? Eg. by roules?

Thank you for your great application
Andrea

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Angeman
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Posts: 2083
Joined: 28 December 2008, 21:28
Location: Toulouse, France
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Re: Report for a shared account

Post by Angeman » 06 May 2020, 20:08

Double click on the report and add "Owners" in the "Group by" field.

andrea01
Posts: 8
Joined: 16 March 2011, 13:10

Re: Report for a shared account

Post by andrea01 » 10 May 2020, 12:11

Thank you for your fast response.
I tried you suggestion and it worked instantly. However the report got quite large and I could't apply this configuration to diagramms.
Therefore I stay with my current workaround, that I split the expense to a "partner" category with a custom rule like the following (translated):

all conditions apply:
account is <shared account>
[split] categorie is not nothing // exclude transactions
number of splits is equal 1 // process this rule only once
[split] category is not "partner"

Actions
extract category "partner" with proportion 50%

Then I can exclude the category "partner" by all reports and diagrams.

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