| | Description | Split transactions allow you to divide a transaction amount across more than one category. For example, if you bought petrol and some lunch at the petrol station, you'll only have one expense showing from your bank account. Use split to divide the expense across two categories. |
| Resolution | How to access the split option You can access the Split option from the following areas: ▼ When creating a new manual transaction (Money in or Money out) - Select the '+' from the bottom right of the page.
- Click Add Transaction and choose Money in or Money out.
- Choose the transaction type; Income/Expense, Transfer or deposit etc.
- Fill in the Amount, payment source, Date and Description.
- Select Next. The split option is on the next screen.
See the How to split a transaction section below. ▼ Processing an imported bank feed transaction - Select Transactions and choose the transaction under Draft.
- Select Edit.
- Review the details and select Next. The Split transaction option is on the screen.
See the How to split a transaction section below. ▼ While editing a completed transaction - Select Transactions and choose the transaction under Completed.
- Select Edit.
- Review the details and select Next. The Split transaction option is on the screen.
See the How to split a transaction section below. How to split a transaction - Select Split transaction from whichever area you’re processing your transaction.
- Select Add an item +.
- Enter a Description and Amount.
- Select a category to assign the relevant category.
- Select Save item.
- Select Add item and decide whether to Add remaining amount as Non-business or select Add new item.
- Fill in the details again and select Save item.
- Ensure the split transactions add up to the total transaction amount.
- Select Next and review the Split summary.
- Select Save split and complete the rest of the transaction as normal.
You've successfully split your transaction. View the split in the Completed transactions screen. [BCB:276:UKI - hide back button:ECB] |
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