Split transactions let you divide a single transaction into separate categories.

For example, if you buy fuel and lunch in one payment, you can record the fuel as business and lunch as non-allowable.

Before you begin

You can use the Split option when:

• Creating a manual transaction (Money in or Money out)
• Processing an imported bank feed transaction
• Editing a completed transaction

Split a transaction

1. Select Split from the transaction you are processing.
2. Choose Amount (£) or Percentage (%) to set how to split the transaction.
3. Enter a description for the first item.
4. Enter the amount or percentage.
5. Select a category for the item.
6. Select Next.
7. Choose Add remaining amount as Non-business, or select Add item to split the remaining balance further or assign a different category.
8. Select Save changes.

You can view the split in the Completed transactions area.