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Split a Transaction

The Split Transactions feature lets you divide income or expenses across multiple categories like rent, maintenance, and utilities. This ensures accurate financial tracking, simplifies complex transactions, and helps you stay organized.

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Written by Sara Fandel
Updated over a month ago

How to Split a Transaction

  1. Click on the ‘Manage’ tab and select ‘Bank Transactions’ under the Accounting section.

2. Inside, you will see a list of transactions.

3. Click the split transaction icon on the right of the transaction you wish to split.

4. Fill in the split transaction form and click the blue ‘Split’ button to complete.

Expert Tip: Once you've split a transaction, you can click on the arrow to the left of the transaction you split to view the two splits you've made.

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