Let’s say you made a lump sum payment for a bunch of items that belong in different categories. Or, a customer pays you a lump sum amount for 5 different invoices wherein each invoice belongs in a different category. 

In either case, you would want to use ‘Split Transaction’. Simply select the 3 dots at the end of any transaction and click on Split Transaction. 

After you’ve split the transactions into parts, just hit ‘Save’ and it will be done.

P.S.: Split transactions don’t work with manually created transactions. Our platform just assumes that you are putting the right category and amount for that particular transaction.

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