Split a transaction

Split a transaction

Split a transaction


If you have a single transaction that covers multiple items, you may want or need to split it up.

COMMON REASONS ARE:

  • Different expense categories e.g. an online seller that buys a work phone and envelopes in a single Amazon purchase. 

  • Mixing business and personal e.g. a taxi driver that buys air fresheners whilst doing the weekly grocery shop.

  • Switching from net to gross e.g. a landlord that receives rental income after letting agent fees have been deducted.

YOU CAN DO THIS EASILY IN THE RECORD KEEPING AREA OF THE SOFTWARE. 

  • Find the transaction you want to split and click the 3 dots on the right-hand side. 

  • Select ‘Split transaction’.

  • You’ll see the original transaction at the top of the screen.

  • You’ll also see 2 new transactions below, which you can allocate to different categories. You can split it into more than 2 parts if needed. 

  • You’ll get a hint to ensure the new transaction values equals the original amount. 

  • Select ‘Update transactions’ to save the change.

  • The new transactions will be shown individually in the Record Keeping area, with a ‘split transaction’ icon below the amount.




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