Split transaction
One bank line booked to more than one account, like a store run that was part supplies, part meals.
In Solo Superstars
In Bank review choose Split, enter the pieces, and the app posts one entry with several lines. The pieces must add up to the line total.
Example
A −96 store charge: debit 6220 Office Supplies 60, debit 6205 Business Meals 36, credit 1010 96.
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- split
Related
- Categorize — Telling a bank transaction which ledger account it belongs to. Alison does most of it; you confirm the uncertain ones.
- Review queue — Bank transactions Alison was not confident enough to categorize on her own, waiting for your call.
- Journal line — One row of a journal entry: an account, a debit or credit amount, and an optional memo.