Split Transactions

Sometimes you spend from multiple categories in a single transaction (hello, Target 🛒). Not a problem, that's where a split transaction comes into play:

1

Click Add Transaction or double-click to edit an existing transaction.

2

Enter the payee.

3

In the category field, click the blue Split (Multiple Categories) button.

4

Enter the total outflow or inflow in the top line.

5

Now, on each line that follows, select a category and enter the corresponding amount. Keep going until you've entered everything.

Multiple Payees, One Transaction

Have you ever decided to withdraw cash at the same time as paying for a purchase? What about when one student loan payment goes to more than one account? YNAB has you covered!

In the web app, you can enter a different payee for each split in a split transaction, if needed 🤯

To do that, click on the payee field of the part of the split with a different payee, and enter the correct payee there:

Two Views: Expand or Collapse

In your account registers, you'll notice an arrow next to the top line of your split transaction. You can expand or collapse individual split transactions—and your browser will even remember the way you left it.