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Personal Budget Capstone Project (with Splitwise!)
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Splitwise

There are two ways transactions from Splitwise interact with the All Transactions Table.
The Splitwise transaction corresponds to a transaction from one of my accounts (I paid for a group expense) and friends are reimbursing me for it. The amount in the transaction on my account should only reflect my share of it and not the group cost.
Search for the transaction from my accounts and add it in the Related Transaction column. This will automatically deduct the amount from my account transaction with the Splitwise transaction so what remains is just my share of the group expense.
The Splitwise transaction corresponds to a transaction not already existing in one of my accounts and needs to be added to the All Transaction Table.
Use the “Add to Transaction Table” to copy over the row into the All Transactions Table.
Splitwise Transactions
Settlement Transaction
Category
Date
Amount
Description
Notes
Related Transaction
Add to Transaction Table
$2,000 on Nov 1
8
Housing
Nov 1, 2023
$(800.00)
INTERAC from Jake
his portion of rent
Nov 1, 2023 → $1,600 @ POST-DATED CHEQUE
Add to Transaction Table
Housing
Oct 1, 2023
$(800.00)
INTERAC from Jake
his portion of rent
Oct 1, 2023 → $1,600 @ POST-DATED CHEQUE
Add to Transaction Table
Housing
Aug 1, 2023
$(800.00)
INTERAC from Jake
his portion of rent
Aug 1, 2023 → $1,600 @ POST-DATED CHEQUE
Add to Transaction Table
Housing
Nov 22, 2023
$6.50
INTERAC to Finn
Pizza from Pi Co
Nov 22, 2023 → $7 @ INTERAC to Finn
Add to Transaction Table
Eating Out
Dec 24, 2023
$(2.50)
eTransfer from Josh
Dec 24, 2023 → $42 @ Costco food court
Add to Transaction Table
Eating Out
Dec 24, 2023
$(10.00)
eTransfer from Ross
Dec 24, 2023 → $42 @ Costco food court
Add to Transaction Table
Eating Out
Dec 27, 2023
$(12.00)
eTransfer from Kim
Dec 24, 2023 → $42 @ Costco food court
Add to Transaction Table
Households
Nov 17, 2023
$6.77
Interac to Ross
for toothpaste
Nov 17, 2023 → $7 @ Interac to Ross (for toothpaste)
Add to Transaction Table
$(2,411.23)
$245 on Nov 21
2
Groceries
Nov 19, 2023
$33.75
INTERAC to Marceline
Costco run
Nov 19, 2023 → $34 @ INTERAC to Marceline
Add to Transaction Table
Housing
Dec 1, 2023
$(800.00)
INTERAC from Jake
his portion of rent
Dec 1, 2023 → $1,600 @ POST-DATED CHEQUE
Add to Transaction Table
$(766.25)
$800 on Aug 2
2
Housing
Jul 1, 2023
$(800.00)
INTERAC from Jack
Jack’s share of rent
Jul 1, 2023 → $1,600 @ POST-DATED CHEQUE
Add to Transaction Table
Eating Out
Jul 17, 2023
$25.77
GONG CHA
bubble waffle, bubble tea
Jul 17, 2023 → $26 @ GONG CHA
Add to Transaction Table
$(774.23)
$(3,951.71)

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