I may (highly likely) be going about this the wrong way completely but …
I’m looking into using Manager for my personal financial management (not a business). As part of my setup I have two primary bank accounts; one is my main bank account which is used for day to day transactions; and the second bank account is treated as a “smoothing” account.
I contribute a fixed amount from the transaction account into the “smoothing” bank account each month (I’m paid monthly) to create a reserve balance to cover large periodic expense, such as, for example, health insurance, council rates, medical bills, etc, as they appear.
My issue is that this “smoothing” account is used to pay some medical bills for my wife. And, these medical bills usually receive a partial government rebate, which is deposited into HER own separate bank account.
What I want to be able to do is identify these rebate transactions in her bank account (statement/transactions) and then “reconcile” them with my “smoothing” account transactions. That is, I want to identify these rebate transactions in her account, physically transfer the amount to my “smoothing” account. And capture this in Manager. (A kind of inter-account transfer, sort of, but I don’t own the source bank account.)
How do I do this in Manager (without including her bank account in my accounts)? Or am I thinking about this all wrong?
Thanks for any and all advice. Stuart.