Assign income to previous month's spending

UK Feedback & Ideas
1

There are a few older topics on a similar theme, but I thought it might warrant a fresh thread after nine years.

Sometimes when sending a bill split at the end of the month, the repayment doesn’t arrive until the following month. It then appears as positive spend for that category, when it actually applies to the previous month’s spending.

The same sometimes happens with refunds which arrive a month or more after the original transaction. It has the same result of showing positive spend in a category.

Perhaps a solution could be to tap the inbound transaction in Trends and then a new “Assign to previous month” button. (Sorry, I’m no UX writer.)

2

I would say there’s no point making new threads and spreading the votes around, but this is never going to happen so it doesn’t make much difference.

Your best bet is to do this manually with the sheets export and create your own date column.

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3

@AlanDoe

4

Ask your splits to pay you there and then, explain why.

5

To be fair I would like this with my salary - almost all banks/budgeting apps give me a negative in overall spending because I’m paid last day of the month so all my outgoings for that “pay” are seen as negative but no actual income until the very end of the month once I’ve spent everything.

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6

You get around this by setting the reset to 30th, if not a week day use the working day before and it usually factors salary and outgoings.

7

For those that allow it, sure.

YNAB is my main financial app and it’s month to month.

The idea being eventually you’re living several paychecks ahead of time.

I am not Carl, I am not.

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8

I could never :joy:

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9

Good to see you @Revels

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