Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

+1

Need this feature, it's a basic feature for any finance management tool.

I’m adding my support for this feature as well. My expense reports are paid out with my paycheck. I split my paycheck transaction to show the difference. Since I can’t exclude the payment, I have to leave all the transactions being included as well. If the transactions and payment happen in the same month, it’s not as big of a deal, although it does skew spending for a couple weeks. When the payment and transactions are spread over two months, the income and expense amounts show big peaks and valleys that cause confusion and obfuscate the real gains and losses.

What I would do in your situation is set up a manual account called "Reimbursable Work Expenses" (or similar). When you spend the money on those expenses, categorize them as a Transfer to that manual account. The transactions will be excluded from Spending Plan since it automatically doesn't include transfer transactions. When you get your paycheck, split it into two: one line for the actual income, and another line as a Transfer to the manual account, which will apply it towards the spending. This way, the reimbursement also won't count in Spending Plan and the manual account will keep a running balance for you to keep track of what's owed to you.

I actually like it a lot! I do this with a relative (who I shop for online and they zelle me the balance once a month), and I finally have a good way to reconcile and make sure all the charges are covered and nothing is forgotten.

@DryHeat I use "Checking" so that it shows near the top of my accounts, to make it easier to find. Technically it doesn't make sense but it doesn't bother me at all.