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Some transactions cover multiple categories—for example, a purchase that includes both office supplies and equipment or a charge that’s part business, part personal. Or, more commonly, how to record the principal and interest for loan payments.
Splitting a transaction ensures each portion is properly categorized, keeping your reports accurate.
You can split a transaction across multiple categories as well as multiple entities.
Find the Transaction Navigate to your Transactions list and locate the one you want to split.
Select the “Split” Icon Click on the transaction to open the details. Choose split icon in the bottom left corner.
Enter the Split Amounts Assign the correct dollar amount to each category.
Assign Categories and Entities Use the dropdown menu to assign the appropriate category for each portion and to choose the corresponding entities. Make sure you add something in the description field of the newly created split in order to save it.