Some transactions encompass multiple categories in a single purchase. This is particularly common at big box stores like Costco or Walmart where you might buy groceries, home supplies, and a DVD all in one purchase. You can split a transaction between as many categories as needed to accurately account for your spending.
2. Click the button on the top right to view additional options.
3. Click on “Split.” Enter the amount, category, tags, and flags for each line of the split.
4. Click to confirm your changes.
3. Click to confirm.
To learn more about the Transactions tool, watch the quick clip here.
Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.