How to Split a Transaction: Step-by-Step Guide
Learn how to split a transaction easily with this step-by-step guide. Discover how to use the Split button, add splits, select categories, and save your split transactions.
By Aasma Technology Solutions
This guide provides step-by-step instructions for splitting transactions into multiple entries. The transaction splitting feature facilitates precise expense allocation by enabling users to assign different categories to distinct portions of a single transaction. This guide covers the complete workflow, including adding transaction details and persisting changes.
Let's get started
2
Click on "Split icon"
3
Click on Add Split
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Add Split Amount
Balance the transactions amount
5
Add amount
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Select Category
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Select Category
Description is optional.
Click on Save split button
8
Click here
This is how we will split a transaction, and it is ready to be posted.