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 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 and the amount remaining to assign is zero.

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 split with a different payee, and enter the correct payee

Two Views: Collapse or Expand

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.