Split Transactions

Sometimes you spend from multiple categories in a single transaction (hello, Target!). Not a problem, just enter your transaction as a split transaction.

1

Click Add a transaction or find your imported transaction.

2

You're using multiple categories, but it is still one payee. Drop it in there.

3

In the category field, select Split (Multiple Categories) at the bottom of the drop-down menu. The category field on the top line will then say Split (Multiple Categories). So clever!

4

Enter the total outflow or inflow in this top line.

5

Now, on each line that follows, select a category and enter the corresponding amount. Keep going until you've entered everything. You'll then see a zero remaining at the bottom, and you'll be ready to save!