I hope everyone had an excellent weekend! Come and check out the latest new features that I have been working on:

Split Transactions

Financier now has split transactions, a highly requested feature!

(Keep in mind that this is a new shiny feature, and may have bugs. Feel free to stress test it.) 🙃

If you are not familiar with them, split transactions let you take a regular transaction from your account and assign arbitrary amounts to various categories. Not only this, but split transactions can also contain transfers and income to month assignment!

Let’s go over the lifecycle of a split transaction in Financier:

The category dropdown with the new “Multiple categories…” option

Start by creating a new transaction (or edit an existing one), and then select “Multiple categories…” in the category dropdown.

Next, make sure to assign the amount of the original transaction as per your bank account website, receipt total, etc:

A new split transaction from Target in the amount of $104.24

Fill in the next line with the total amount you want to assign to a specific category. The payee is optional. For example:

A split transaction with the first item as Groceries for $60.45

You’ll notice that as you enter new splits, the “Amount left” decreases. You want this to be “0.00” for outflow and inflow (the splits should add up to the total transaction amount), or else you will not be able to save the transaction.

To create another split, click the “Add another split” button, and assign money (clicking the minus button will remove the split line item):

Another split for Household Goods: $103.79

You can also make transfers. This is useful if you opted for cash back at the store, and you track cash in an on budget account (if you don’t, you might just want to assign this $40.00 amount below to “Everyday spending” or something).

Adding a transfer to the “Cash” account in the amount of $40.00

If you did everything correctly, “Amount left” should read 0.00 0.00. Click save.

Boom! We now have a split transaction:

You can click the “ › ” under the category to expand it, too:

And if you look under our Cash account, you’ll see the transfer transaction:

Please note that transfer transactions from split transaction cannot be deleted, have their value changed, or payee changed. This must be done from the split transaction to ensure that the split transaction is always balanced.

What happens if you try to change the amount of a split transaction transfer

Optional payee and account

The payee and account of a transaction are now “optional” (you can save the transaction, but you absolutely need to fix it or your budget will be messed up):

You should never do or see this. Fix it immediately.

As per the rule: “If you see red, FIX IT!” 🙂

More translations

Due to the work of many, Financier is now almost 100% translated to Spanish, German, Russian, and Catalan! (I still have to make the default categories translated — that’s coming.) Make sure your browser locale is set properly and Financier should automatically display in your language.

If you want to help me translate to another language or want to fix/proofread an existing translation, please email me at hello@financier.io!

Yellow flags

Small request from one of my users, and fairly easy to implement:

Australia first day of week

… Is now Monday! 🎉

(There will be an option to configure the first day of the week in the future if you don’t like your locale default.)

fin

That’s all for now! *whew* that was quite the update. 😵 Lots of code. Lots of refactor and improvements. See you next time!