Set Up a Split Cost Rule
If you split monthly costs with someone else — groceries, utilities, rent — a split cost rule calculates your share for a category (or one subcategory within it) at whatever percentage you set, for any month you choose.
- 1
Open the rules manager
Go to Settings and click Edit Split Cost Rules. You can also get there from the Monthly Overview page — click Calculate Split Costs, then New Rule.
- 2
Click New Rule
Give it a name, like Groceries Split.
- 3
Choose what it applies to
Pick a Category — this covers everything spent in it. If you only want to split one part of it, also pick a Subcategory (e.g. Bills → Utilities, leaving other Bills subcategories out).
- 4
Set the split percentage
Split % defaults to 50 for an even split, but you can set any percentage.
- 5
Save the rule
It's now reusable every month — no need to recreate it.
- 6
Run the calculation
On the Monthly Overview page, click Calculate Split Costs, check the rule(s) you want to run for that month, and click Calculate. You'll see the total spent and your share for each rule, plus a combined total.
Tip: The calculation nets out credits and refunds in that category for the month — so a partial refund won't inflate what you owe.