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Under: Budgeting & Saving
Split Expenses
  • Lexi145
    My husband and I split all our house bills and use a joint account to pay those bills, what is the best way to set up my budget, without having to put in his information as well??
  • Crashincon
    I'm trying to figure out the same thing. Our joint account is linked to my personal account with my online banking, so all the money that comes in there and goes out is showing up in my Learnvest inbox. Is there a way to hide this account so that all I see is my own checking and savings?
  • AldenWicker
    Hi Ladies,

    Social Media Coordinator Alden here!

    We actually have a hide account feature in the Account Center. To hide an account, simply find the joint checking account listed on the left, and click on the grey pencil icon. You'll see an option to "Exclude Account," which will hide your joint account from your net worth and keep those shared transactions out of your Financial Inbox!

    If you'd like for your portion of these expenses to appear, you can also split those shared transactions and then "hide" your boyfriend's half - though this is a bit more complicated.

    If you have any questions, feel free to email feedback@learnvest.com.
  • jdmrosa
    In our household, I manage both our joint budget as well as my own expenses, so I actually include our joint accounts to manage everything in the same place. Because the joint account is linked up, I don't have to input my fiance's info for it to pull the total balance and transactions in those accounts. If he puts in a deposit to the joint account, I would see that, but I don't have any concerns there. I like that I can see when both of us spend from those accounts so I can keep track of that budget. I use Mint, but the LV tool could work the same way.

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