Split Transactions on Mobile
Sometimes you spend from multiple categories in a single transaction (looking at you, Target! 👀 ). Not a problem with Split Transactions.
Enter a Split Transaction:
- Tap the Add Transaction (+) Icon.
- Enter the amount as an Expense.
Choose the Payee, then tap on
Split in the category section. If a
Geo Payee is involved tap the category, then the double arrow.
Select the categories you want to split the total between
Enter in the amount spent for each split, then tap "Done"! 🎉
Transfers Within Splits
What about when you buy groceries with your debit card and get cash back? If you maintain a Cash account in YNAB, that's a split transaction with a transfer... and here's how it's done!
You can enter a different payee for each split in a split transaction, if needed, in the mobile app. 🤯 To do that, enter the categorized split first, and then choose Add a transfer from the splits page: