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?