Allow repayment from others to clear expenses in tracker.
Tai Diep
My budget gets skewed due to expenses that are used on my card but repaid by others. Flexibility in this option would be a partial or complete repayment, to better accurately track true expenses.
It can be a feature within the actual transaction detail page itself, or create a tab/page showing all "repayments" and allowing us to work down and balance the list, similar like to a check list or to-do list.
Xiao Hu
Not sure if any of following options may work as you expected?
Option1: Create a new category and set these repayments to that category, then you can create a Raw transaction list block and filter by repayment categories.
Option2: similar to Option 1, instead of creating a raw transaction list, you can create a metric list view and filter by the expense category and repayment category, so that you can see how much you spend and how much you get repaid and the net total in the list.
Option 3: Use budget to set the expectation of your repayment and track if they are paid to the expected value. something similar to this template: https://www.fina.money/templates/room-share-expense-tracker
Shawn Cao
Hi Tai - thanks for the feedback.
To clarify - for the repayments, will there be separate transactions? Or are they coming as cash without records?
Tai Diep
Shawn Cao
Hi Shawn,
The repayments can be credits that appear on the transactions list, such as a Zelle, Venmo, Apple Pay, etc. I am referring to the category “Repayment from Others” that is available from Fina.
Having the option the manually input cash would be a great idea as well.
Shawn Cao
Tai Diep Thanks Tai - do you know that you can add a new category in the category Tab, and come up with a rule to categorize all those transactions (zelle, venmo, ...) to the category you want so that they compensate those expenses that you paid for others.