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Handle split transfers

Open alensiljak opened this issue 9 years ago • 4 comments

Question/request from a user: If split transaction contains transfers (possibly even only transfers), this should be supported. (?)

alensiljak avatar Apr 16 '15 10:04 alensiljak

related issue: https://github.com/moneymanagerex/moneymanagerex/issues/461 and #192

alensiljak avatar Apr 18 '15 21:04 alensiljak

I would like to keep existing simple one that doesn't support split transfer,what do you guys think?

guanlisheng avatar Apr 19 '15 23:04 guanlisheng

One case where I can imagine a split transfer would be something like a salary record. For most other things, I find it difficult to have a split transfer instead of two distinct transactions. In a bank transfer it is impossible. So this only leaves cash transfers.

There is a quite common scenario in Australia - the user pays at the cashier with a bank card but also withdraws some cash at the same time. This is quite common as the proximity to an ATM is not so convenient and there are charges associated with withdrawing cash at ATMs. So shops would withdraw from the user's bank account and issue a part back to the customer as cash. In this case one would have a split from bank account where one item would be, for example, Groceries, and another would be transfer to cash account.

There are other scenarios possible, with bonus accounts, paying one item from two accounts, etc. These are mostly combinations with cash.

Splitting bills is also a scenario. Paying for an item that charges an account representing another person, etc.

Some users also track Tax in a separate account instead of Category as it may be reimburseable. Also if having companies reimbursing certain costs.

alensiljak avatar Apr 20 '15 07:04 alensiljak

I agree we should keep this simple. But I see the value in handling salaries being split and handling 'cash back' Possible compromises

  • Add optional tax field to a transaction - but would likely require DB schema changes
  • Feature for creating transactions in bulk
  • Feature for 'cash back' on a transaction that could create multiple transactions with some information like the charge for the cash back and the amount received. But this will likely be wildly complex

CraftingGamerTom avatar Jun 23 '20 05:06 CraftingGamerTom

This issue is stale because it has been open 90 days with no activity. Remove stale label or comment or this will be closed in 5 days.

github-actions[bot] avatar Mar 26 '24 00:03 github-actions[bot]