Is there a way to have Tiller record only half of each transaction for certain accounts? ie. If I import an account where there’s a $10 charge for an Uber, I’d like it to show up as $5 Uber charge in my monthly budgeting and reports. Is this possible somehow?

Thanks, but I’d love to be able to do this automatically for every single transaction tied to a specific account. It looks like Splitter only allows you to split individual transactions manually?

@markp I have been thinking about your situation. I think you might be stuck doing this on a manual basis. I like @randy idea about using the splitter tool as it leaves a trail. You might consider going to the Transactions tab number and merely diving the number by two but I would develop a meth…

Thanks for responding, Blake. It’s about 30 transactions a month, so I would prefer not to have to do them manually. That said, I want to make this change on all past and future transactions to one particular card only, so hopefully it should be a relatively simple tweak somewhere in the spreadshe…

Hi @markp , Here’s one suggestion. You could add a new column to your Transaction sheet. Put this formula in the top row of the new Column. It will create an adjusted amount of half the original amount when the Account Name matches “Your Credit Card”. Adjust the formula as needed: ={"Adjusted Amou…

Great option Jon, @jono @markp I assume he would want the 50% amount to flow everywhere. Would it take a lot of work to update all these formulas? Also, what would he need to do so that 50% of the balance flows throughout his sheet? I don’t know for sure, but this seems like a lot of updating w…

Hi @Blake , Since all the relevant sheets pull from the original Amounts columns, they won’t break by adding the Adjusted Amount column. It would take some digging to adjust the sheets that @markp might want adjusted to pull from the Adjusted Amount column. You would have to understand how the hidd…

Thanks Jon - your suggestion worked perfectly. Now, as Blake surmised, the challenge is to get those transactions to flow through the rest of the document. My motivation for this is pretty simple. My partner and I share a credit card through which we make any household/joint transactions. Since we …

Glad that worked @markp . Your use case makes a lot of sense now. I learn something new every day. Once you have the Adjusted Amount column working in the Transactions column, you can then make Adjusted copies of sheets you might use. Look for the word Amount in the hidden columns and change it to A…

Thanks! Do you think it would work to change the original Amount column name to something else and change Adjusted Amount to Amount? If so, do you have any sense where I would do that? I haven’t yet figured out where the rest of the columns in the Transactions sheet are being populated from…

How to only record 50% of each transaction on a specific account?

Spreadsheets Google Sheets

randy December 28, 2019, 5:24pm 2

There is, @markp!
Check out the new Splitter in the Tiller Labs add-on.

Cheers,
Randy

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How to only record 50% of each transaction on a specific account?

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