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How to split one imported bank transaction into two in Expense Tracker?

12 October 2021

Photo by Tyler Franta on Unsplash

Some transactions can't be perfectly matched one-to-one to a specific category. You can now split one transaction into multiple accounting categories it is associated with. Here's how:

Some transactions can't be perfectly matched one-to-one to a specific category. You can now split one transaction into multiple accounting categories it is associated with. Here's how:

Step 1

In the "unreconciled transactions" list, go to the transaction you'd like to be recorded as two and click on it.

Step 2

Underneath the amount, you will see "Split".

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Step 3

Once you click on "Split", two lines will appear, which will allow you to create two separate records. Choose the category and enter the amount in each. The amounts should add to the total amount of the transaction. Once you're happy, press "Save".

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