Allocate Team Allocate 101

How do I handle shared expenses with my partner?

If your partner sends you money (Zelle, Venmo, etc.), those show up as income on your account. If you transfer money to their savings account regularly, you can exclude those from your savings rate using the exclusion feature on the Savings page. Create a rule so it happens automatically going forward. For shared bills, you can split transactions on the Expenses page — hover over a transaction and click "Split" to divide it between categories or mark your portion.
▲ 0 upvotes 💬 0 comments

Join the conversation

Get personalized financial insights, track your budget, and connect with peers at your income level.

Create a free account