How do you YNAB users out there deal with Shared Tabs?
I have a running Shared Tab with my partner for sharing household expenses but I can see it getting complicated quite quickly as it mixes everything up. So I’m thinking I might break the Shared Tab into multiple Shared Tabs to better reflect my category breakdown in YNAB.
I have a category for my partner and just assign what he owes from a transaction to that. That way I can easily see the overall amount he owes me. There may be better/more efficient ways of doing it though.
With bill splitting I assign his part of the transaction to his category, and then when he pays me I assign that to the same category so it balances out. Ultimately I don’t see the point of splitting this out into separate tabs because I want to monitor my own spending, not his.
(I utilise the notes field to keep track of what each transaction was for.)
Open to better suggestions for managing it though!
Ah I see, yes that’s one way to do it. I was thinking I didn’t want to do it like that because my reports wouldn’t then provide a proper breakdown of my expenses. So for instance my reports would show that I would be paying the entire rent for our place, whereas I actually pay half. Perhaps I’m being too precious about reports though.