Split transactions

In Sage Sole Trader, you can split a transaction across multiple categories. This helps keep your records accurate when one payment covers different expenses.

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

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

   

1. Select Split from the transaction you’re 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.