Different rules for diffferent accounts
Posted: 04 December 2022, 21:18
Hi,
I'm trying to define the following complex rule. I explain:
I have 3 accounts:
Test-mine1 and Test-mine2 are just mine
Test-shared3 is shared with my partner.
I have 3 words in the names of the transactions e.g. coffee, Supermarket 1, supermarket 2.
If name contains coffee and the account is (Test-mine1 OR Test-mine 2) THEN assign category TestFood
If name contains (Supermarket 1 OR supermarket 2) AND the account is (Test-mine1 OR Test-mine 2) THEN (assign category TestFood AND split with my partner) (for this split I would follow the way you explained to me in another post - see snapshot)
The reason is that although it was charged to account 1 or 2 by mistake, since is just mine, it should be split between the two of us.
If name contains (Supermarket 1 OR supermarket 2) AND the account is (Test-shared3) THEN (assign category TestFood)
...and nothing else since this is a shared account with the two of us are owners, so all expenses there are automatically split 50/50 with my partner, and I understand that this means that only 50% is assigned to me so I can keep track of my expenses, bit he doesnt generates that he owes me anything.
I did a try but I didnt find the way to set a rule with these conditions. See the point where I didn't know how to go ahead in the snapshot. I dont know how to separate the conditions and the results...
Could you advice on how to do it?
Should I split it into several rules, and then what is the best choice?
I'm trying to define the following complex rule. I explain:
I have 3 accounts:
Test-mine1 and Test-mine2 are just mine
Test-shared3 is shared with my partner.
I have 3 words in the names of the transactions e.g. coffee, Supermarket 1, supermarket 2.
If name contains coffee and the account is (Test-mine1 OR Test-mine 2) THEN assign category TestFood
If name contains (Supermarket 1 OR supermarket 2) AND the account is (Test-mine1 OR Test-mine 2) THEN (assign category TestFood AND split with my partner) (for this split I would follow the way you explained to me in another post - see snapshot)
The reason is that although it was charged to account 1 or 2 by mistake, since is just mine, it should be split between the two of us.
If name contains (Supermarket 1 OR supermarket 2) AND the account is (Test-shared3) THEN (assign category TestFood)
...and nothing else since this is a shared account with the two of us are owners, so all expenses there are automatically split 50/50 with my partner, and I understand that this means that only 50% is assigned to me so I can keep track of my expenses, bit he doesnt generates that he owes me anything.
I did a try but I didnt find the way to set a rule with these conditions. See the point where I didn't know how to go ahead in the snapshot. I dont know how to separate the conditions and the results...
Could you advice on how to do it?
Should I split it into several rules, and then what is the best choice?