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:
- 1
- Tap the Add Transaction (+) Icon.
- 2
- Enter the amount as an Expense.
- 3
-
Choose the Payee, then tap on
Split in the category section. If a
Geo Payee is involved tap the category, then the double arrow.
- 4
-
Select the categories you want to split the total between
- 5
-
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: