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Splitted transactions and "Location" issue #55

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Vovker0 opened this issue Jan 6, 2025 · 5 comments
Open

Splitted transactions and "Location" issue #55

Vovker0 opened this issue Jan 6, 2025 · 5 comments

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@Vovker0
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Vovker0 commented Jan 6, 2025

Hi,

Splitted transactions are not shown in the "By Category report" with the "Location" filter

How to reproduce the issue:

  1. Create a transaction with a particular category and assign a "Location" to this transaction.
  2. Create another transaction with the same location (from step 1) and split it into some categories with one category from step 1.
  3. Go to the transactions report "By Category"
    • check the amount for the category from the step 1
    • add filter by "Location" and select the location from the step 1
  4. Now check the amount for the category from step 1, it will be less because the amount from the splitted transaction will not be taken into account
  5. If you go deeper into the report, you will see that the final screen shows both transactions, but for splitted transaction location is not show.

This is an old issue, and it existed in the original financisto version as well.

@tiberiusteng
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Hi, the split functionality is still half baked and you need to specify location on the splits (internally the splits are treated like normal transactions each having their amount, category, location etc.)

@Vovker0
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Vovker0 commented Jan 7, 2025

There is no "Location" field inside split, there is only "Project" field there.

@tiberiusteng
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Oops, my fault, I personally don't use location feature so didn't dig into it ... (just confirmed that payee and location is on the subtotal part, and category/project are in splitted part)

I remember that on early Financisto versions it was used to be able to obtain current location with GPS and display on a map, but location permission requirement and Google Maps license issue made it degrade to current situation, just another manually input field.

Under its current implementation split transactions are difficult to query and edit, and I don't really know how to improve it (at least for now), in the meantime, if you need to classify parts of a transaction into different category/location/payee, I suggest you just record them as distinct individual transactions.

@Vovker0
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Vovker0 commented Jan 7, 2025

Thanks for your prompt answer!

As for the location feature, I always use it, as I travel often and need to track my expenses for different countries. But as you have truly observed, I use it only as another manual input field.

@tiberiusteng
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I have a friend who often travel to different countries. He tracks his expense with separate cash accounts for each currency, and credit card expense with foreign currency feature. He use different projects for each itinerary, and he don't use splits and locations. Guess we all find a way with the app's current feature that works for us.

As you observed the split transaction and child are in fact stored as separate transactions and it make summation difficult. I'll try to find a way to solve it but don't hold your breath ...

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