MMEX Discussion Forum

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?

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!

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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?

Another option is to get a new Report into the "Categories" group (see GRM list https://grm.moneymanagerex.org/) , in which you could get a clear group of deductible expenses, with amount and relative percentage.

Mockup UI might similar to this Excel template here: https://www.vertex42.com/ExcelTemplates ... sheet.html

Some doubts:
(a) how to tag "deductible" expenses to get a "GROUP BY" field in the report.
(b) how to define fiscal year, as the correct period selection is key to get this report fine... (Related to the setting of financial year of MMEX? https://moneymanagerex.org/moneymanager ... #section20 )

Any idea @GRM ?