74 lines
2.1 KiB
YAML
74 lines
2.1 KiB
YAML
name: Shared Household - Hybrid Finances
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layer: living
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description: |
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Living with partner/spouse with mix of joint and separate accounts.
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Some expenses shared (bills, groceries), some kept separate (personal spending).
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categories: []
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# No special categories needed - use standard expense categories
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# Account indicates if shared, labels indicate who paid
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rules:
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- id: shared-expense-labeling
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pattern: ".*"
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# No category override - use existing categorization
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# Just apply labels based on account and contributor
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confidence: high
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split_percentage: 50
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description: "Label shared expenses with contributor info"
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labels: ["Shared Expense"]
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tax_tracking:
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expense_splitting_enabled: true
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default_split_ratio: 0.5
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alerts:
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- type: split_expense_reconciliation
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schedule: monthly
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message: "Time to reconcile shared expenses with partner"
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labels:
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- name: "Shared Expense"
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description: "Expense split with partner"
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color: "purple"
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auto_apply: false
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- name: "Contributor: {partner_a_name}"
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description: "Paid by {partner_a_name}"
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color: "orange"
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auto_apply: false
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requires_configuration: true
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configuration_prompt: "Enter name for Partner A:"
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- name: "Contributor: {partner_b_name}"
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description: "Paid by {partner_b_name}"
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color: "cyan"
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auto_apply: false
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requires_configuration: true
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configuration_prompt: "Enter name for Partner B:"
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- name: "Personal: {partner_a_name}"
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description: "{partner_a_name} personal spending"
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color: "lightorange"
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auto_apply: false
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requires_configuration: true
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configuration_prompt: "Enter name for Partner A:"
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- name: "Personal: {partner_b_name}"
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description: "{partner_b_name} personal spending"
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color: "lightcyan"
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auto_apply: false
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requires_configuration: true
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configuration_prompt: "Enter name for Partner B:"
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dependencies:
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requires: []
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conflicts_with: ["single", "shared-joint", "sharehouse"]
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# Note: Can be combined with separated-parents for new relationships after divorce
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metadata:
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created: "2025-11-22"
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version: "1.0.0"
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author: "Agent Smith"
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priority: 2
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