MMEX Discussion Forum

Hello, I have a joint bank account with my partner and would like to manage my expenses so that only 50% of the expenses from that account are charged to my personal statement. Sometimes I use a credit card for payments, which are then offset through the joint account.

I can calculate this expense myself using MMEX, but is there a more automated or optimized way to manage these expenses? Thanks for the support

Will TAGS work for you?

Create two tags - one with your name and one with your name. Then assign the relevant tag to each transaction depending on which of you two incurred the expense. Then you can run a report for all the transactions for the tag with your name and another report for your partner's tag. All the money will, of course, still all go through that one bank account, but in MMEX you can see who spent what.