I am running Version: 1.8.0 64-bit on Windows 10.
My goal for UK tax reporting is to be able to automatically split various expenses by percentage between the following categories:
Home: Subcategory
Business 1:Subcategory
Business 2:Subcategory
For example, the total monthly energy transaction for the house is split into three categories:
Home: Energy bill 33%
Business 1: Energy bill 33%
Business 2: Energy bill 33%
Please note I have many other splitting examples where I need to split a transaction equally into three categories or two categories.
The amount each month for energy usually varies, therefore an automatic percentage calculation would be required whenever I import the monthly bank CSV statement.
I cannot see a current feature in transaction splitting that allows me to do this unless I am missing something?
Percentage transaction splitting
Moderator: Renato
-
- New User
- Posts: 4
- Joined: Fri May 03, 2024 4:18 pm
- Are you a spam bot?: No
-
- Senior User
- Posts: 37
- Joined: Wed Jul 24, 2024 6:16 pm
- Are you a spam bot?: No
Re: Percentage transaction splitting
I see two ways:
a) Customize a MMEX report, taking in account the month start and end date.
b) Export data, import in Excel and create a Pivot Table which is quite accesible and easy to tune.
Hope this helps!
a) Customize a MMEX report, taking in account the month start and end date.
b) Export data, import in Excel and create a Pivot Table which is quite accesible and easy to tune.
Hope this helps!
-
- Senior User
- Posts: 37
- Joined: Wed Jul 24, 2024 6:16 pm
- Are you a spam bot?: No
Re: Percentage transaction splitting
<<
For example, the total monthly energy transaction for the house is split into three categories:
Home: Energy bill 33%
Business 1: Energy bill 33%
Business 2: Energy bill 33%
>>
Hmmm Not sure if you need a "equal" splitting of the category, or a percentage calculation, based on the expenses recorded...
In the example above... All the bills are same amount in that month?![Surprised :o](./images/smilies/icon_e_surprised.gif)
For example, the total monthly energy transaction for the house is split into three categories:
Home: Energy bill 33%
Business 1: Energy bill 33%
Business 2: Energy bill 33%
>>
Hmmm Not sure if you need a "equal" splitting of the category, or a percentage calculation, based on the expenses recorded...
![Rolling Eyes :roll:](./images/smilies/icon_rolleyes.gif)
In the example above... All the bills are same amount in that month?
![Surprised :o](./images/smilies/icon_e_surprised.gif)