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Entering entries on behalf of others

Budget Flow💡 Feature Requests

So after you share the book, users will show up under people section - it would be great if we can manually add people on (ie. kids) who may not have access to the app, and also be able to add entries on behalf of those users

Consolidated requirements

  • Allow people such as children or parents to be added manually without requiring them to use the app or have iCloud access.

  • Allow an expense to be attributed to one or several people on whose behalf it was made, independently of the participant who entered or paid it.

  • This attribution does not imply that those people owe a repayment; support household spending analysis without imposing a debt-settlement workflow.

Posted by jasonchan ·
1 comment

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Comments1

  • murtazabasrai

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    Oct 29

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    Merged request

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    2 votes

    Add transactions on behalf of other family members

    I make some expenses on behalf of other family members such as kids, parents so I need somewhere to specify whose expense it is in the household. They are my transactions done by me and I don’t expect repayment, but for accounting and budget purposes, it makes it easy to see my own spending or money spent for kids expenses, etc.

    I try to use tagging right now but it’s not an ideal solution since multiple tags doesn’t mean transactions are split across those entities.

    Currently participants can be added only via iCloud so request to add a feature for adding multiple people to the app for whom expenses can be made by participants.

    This is how I imagine the fields:
    Participants - users of the app (already there)
    People/payer/entities field - on whose behalf the expense was made. (eg. kids, parents, grandparents, participants themselves). Admin should be able to create entries in settings as we do for payees

    Multiple selection should be possible if expenses is shared between multiple people. Eg. me and spouse goes for dinner - then I can select both of us in people/entity.