Copilot does not currently support automated transaction splitting for shared recurring expenses; however, this functionality is on our list of future feature implementations.
In the meantime, we suggest the following steps to handle reimbursements for shared recurring expenses.
Create two monthly Recurrings under the same Category (ex. Rent).
One Recurring for the full payment amount (ex. Total Rent).
Second Recurring for the reimbursed credit amount (ex. Rent Credit).
Note: the credit transactions may initially be categorized as Income or an Internal Transfer, so you may need to update to Regular transactions first.
Your Rent category budget should be set to the amount you pay, so that it will reflect your actual monthly spend.
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