Shared tabs and spend v budgets

I use the shared tab with my partner to track our joint spending, so if I pay for something (e.g. the weekly shopping) on my card, then add it to our tab, she’ll pay her half into my account. Great feature!

However this doesn’t work with budgets (category or total monthly) so in the case above, even though I’d spent say £50 then got £25, my groceries category would show I’d spent £50 and my total budget would say I’d spent £50.

What I’m essentially asking is, when payments get added to a shared tab, can what is ‘owed’ on it be automatically (or maybe manually) be excluded from spending summary, the same way you can do with full transactions?

Hi. Welcome.

Lots of threads about this, you can vote for the most popular one here

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A post was merged into an existing topic: Include bank transfers in budget categories

Thank you!