Shared expenses with shared assets

I haven't (successfully) tracked shared assets like this, only shared expenses. I think I'd need a stronger separation of those accounts to avoid confusion. Eg if I really wanted both my and household transactions in one journal, I might do the following
(I've just used equity for household as @shlewislee suggested):

# me+household.journal

2024-01-01 my contribution
    me:assets:bank                              -100.00 EUR
    me:expenses:household                        100.00 EUR
    household:equity:me                         -100.00 EUR
    household:assets:bank                        100.00 EUR

2024-01-01 my partner contribution
    household:equity:partner                    -100.00 EUR
    household:assets:bank                        100.00 EUR

2024-01-02 pay shared bill
    household:assets:bank                       -100.00 EUR
    household:equity:me                           50.00 EUR
    household:equity:partner                      50.00 EUR

Or, I'd go the extra step and split the files:

# me.journal

2024-01-01 my contribution
    assets:bank                                 -100.00 EUR
    expenses:household                           100.00 EUR
# household.journal

2024-01-01 me contribution
    equity:me                                   -100.00 EUR
    assets:bank                                  100.00 EUR

2024-01-01 partner contribution
    equity:partner                              -100.00 EUR
    assets:bank                                  100.00 EUR

2024-01-02 pay shared bill
    assets:bank                                 -100.00 EUR
    equity:me                                     50.00 EUR
    equity:partner                                50.00 EUR

Or, if I needed more detailed reports from household's point of view, I could record expense categories:

# household.journal

2024-01-01 me contribution
    equity:me                       -100.00 EUR
    assets:bank                      100.00 EUR

2024-01-01 partner contribution
    equity:partner                  -100.00 EUR
    assets:bank                      100.00 EUR

2024-01-02 pay shared bill
    assets:bank                     -100.00 EUR
    expenses:foo                     100.00 EUR

#2024-01-31 retain earnings (splitting them 50-50)
#    expenses                                    ==* 0 EUR
#    equity:me                         50 EUR
#    equity:partner                    50 EUR


I haven't done it, but I think all of those could be generated with (multiple runs of) CSV rules (except retaining earnings).

2 Likes