Split Transactions

Splitting a transaction is a great way to keep track of spending that occurs in different categories from the same vendor. In this case we want to split up a recent grocery trip to include some home purchases as well.

Begin by finding the transaction you would like to split, select "Show More Details" and click the Split Transaction link. First, assign a new amount to the original transaction line, then click Split . This will place the remaining amount on a new line. From here you can assign a new category to the split transaction. The split transactions will now appear as two lines on your transactions page. You can split a transaction as many times as you need.

 

Pro Tip! Use the Split Transaction feature to assign categories to your ATM withdrawals so you can keep track of where you spent your cash.

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