Consolidate several expense transactions into a single spend plan item

josel

Example: My spend plan includes 200 dollars every week for my son, that is coming out of my checking account. He is using a credit card to pay for his expenses, like 20.00 for groceries, 30 for restaurant, etc, all of these expenses are tied to my 200 dollar budget. How can I do this in the system, any ideas?

UrsulaA

I will create a separate manual account to track your son's expenses. Transfer the $200 a week out, count the transfer out in your spending plan, and then track the transactions in your son's manual account. Hide your son's manual account from the spending plan and reports for you not to double count.