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Split Transaction Amount

The Split Transaction Amount page is used to assign multiple categories to a transaction.
  1. Click the Notes tab.

    Result: The Notes menu is displayed.

  2. Click the Note Activity menu item.

    Result: The Note Activity page is displayed.

  3. Click the first line of the transaction's Description.

    Result: The Transaction Detail page is displayed.

  4. Select the Split Transaction Amount category.

    Result: The Split Transaction Amount page is displayed.

  5. Select a Category you want to assign to the transaction and enter an amount.
  6. Repeat as needed.
    Note: Click Total Categorized Amounts to calculate the total of all amounts entered.
  7. Click Split Transaction Amount.

    Result: The Transaction Detail Confirmation page is displayed.

Parent topic: Transaction Categories
See Related Topics: