Feature Request: Split annual costs per month #70

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opened 2025-12-28 23:25:12 +01:00 by adam · 3 comments
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Originally created by @ZoXx on GitHub (Nov 25, 2025).

Hello everyone,

there are payments that occur annually, such as car insurance, etc.

For monthly cash flow, it would be great to have a switch that splits the annual payment into 12 months.
For example, €120 is debited annually. Then €10 is included as an expense each month.

Is something like that possible?
Greeetings

Originally created by @ZoXx on GitHub (Nov 25, 2025). Hello everyone, there are payments that occur annually, such as car insurance, etc. For monthly cash flow, it would be great to have a switch that splits the annual payment into 12 months. For example, €120 is debited annually. Then €10 is included as an expense each month. Is something like that possible? Greeetings
adam closed this issue 2025-12-28 23:25:12 +01:00
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@eitchtee commented on GitHub (Nov 25, 2025):

€120 is debited annually

If the money comes out of your account once (i.e. 120 on january) it should be discounted in full on that month, "virtually" splitting it in 12 months would go against the core of WYGIWYH.

But if you really want this for some visual control, WYGIWYH is flexible enough to allow it. You can create an installment plan with 12 installments of €10, and then set all of the 12 transactions to paid (this is important otherwise your networth will look wrong). Make sure to not add the full €120 expense, otherwise you will be debited twice on this amount.

To set all transactions to paid, go to ˋInstallment Plansˋ on the sidebar, find the installment you created, click the eye icon to see all transactions related to that installment, select them, and click the arrow besides the pencil icon, there should be an option there to mark all as paid.

I believe this won't cause any issues, but will somewhat skew some monthly metrics, which should be fine if you keep it in mind.

@eitchtee commented on GitHub (Nov 25, 2025): > €120 is debited annually If the money comes out of your account once (i.e. 120 on january) it should be discounted in full on that month, "virtually" splitting it in 12 months would go against the core of WYGIWYH. But if you really want this for some visual control, WYGIWYH is flexible enough to allow it. You can create an installment plan with 12 installments of €10, and then set all of the 12 transactions to paid (this is important otherwise your networth will look wrong). Make sure to **not add the full €120 expense**, otherwise you will be debited twice on this amount. To set all transactions to paid, go to ˋInstallment Plansˋ on the sidebar, find the installment you created, click the eye icon to see all transactions related to that installment, select them, and click the arrow besides the pencil icon, there should be an option there to mark all as paid. I believe this won't cause any issues, but will somewhat skew some monthly metrics, which should be fine if you keep it in mind.
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@ZoXx commented on GitHub (Nov 25, 2025):

Great, thank you very much for your quick and detailed reply!

I'll just divide it by 12 and set it up as a recurring payment. For me, only the monthly amount is important in terms of cash flow :)

@ZoXx commented on GitHub (Nov 25, 2025): Great, thank you very much for your quick and detailed reply! I'll just divide it by 12 and set it up as a recurring payment. For me, only the monthly amount is important in terms of cash flow :)
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@eitchtee commented on GitHub (Nov 25, 2025):

Recurring should also work, just make sure to mark them as paid so you know the money has left your account.

@eitchtee commented on GitHub (Nov 25, 2025): Recurring should also work, just make sure to mark them as paid so you know the money has left your account.
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Reference: starred/WYGIWYH#70