Who made the expense?

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  • Idea
  • Updated 2 years ago
One of the limiting factors for me to roll out this great app to my family, is the fact that I can't track who made the expense. 

I can track the location where the expense was made, but not by whom it was made? 

If the goal is to really help with miscommunication, as described on the website :), then it would only make sense to allow users to mark the expenses they made.

Any ideas? 
Photo of Arturo H. Lucatero

Arturo H. Lucatero

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  • Undecided

Posted 2 years ago

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Photo of Wayne Woodbury

Wayne Woodbury

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I've been experimenting with tags.  I've added names (e.g., #Wayne) as well as subcategories for which I do not have specific envelopes (e.g., #Baby).  Tags go in the Notes section of the transaction and are accessed through the Spending by Envelope report.  Sometimes I even put two tags in a single transaction.  I use tags to flag transactions that I need to revisit, such as transactions I recorded for my wife that I don't know which envelope(s) it should come out of.  The tags allow me to locate those transactions easily when I sit down with my wife to review our budget.  You can even open up two browser windows and display the Spending by Envelope with your transactions in one and the one with your wife's in the other.

The biggest weakness I have found is that, while you can have multiple tags in a transaction, you can only filter on a single tag in the Spending by Envelope report.

Hope this helps.
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Karisa Russell, Official Rep

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Hi Arturo,

Like Wayne said, tags are a good way to notate who made the expense, since Goodbudget won't track that for you. You can read more about using tags here: https://help.goodbudget.com/customer/portal/articles/1371329