Help Center

Split Transactions

Macy Williams
Macy Williams
  • Updated

Step 1: Open the Transaction

Go to Transactions and select the bank transaction you want to split.


Step 2: Click “Split Transaction”

Click the Split Transaction button located in the top-right corner.



Step 3: Add Split Transactions

Add the necessary split entries by selecting the appropriate accounts and entering the corresponding amounts.



Step 4: Verify the Total

Ensure that the total of all split amounts equals the original transaction amount.


Step 5: Save the Split

Once confirmed, complete the split.
The transaction will now appear as a Split Transaction in the Transactions list.



You will be able to view each individual journal entry inside it.

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