Split transactions

Karen Jones's Avatar

Karen Jones

06 Nov, 2019 08:00 PM

I am testing MoneyDance to see if it suits my purposes. One of my needs is to split transactions, i.e. separate paychecks into tax, SSA, etc. Or split a purchase into difference categories like household, clothing, personal. I am not finding a help category that mentions split transactions. What am I missing?

  1. 1 Posted by dwg on 06 Nov, 2019 08:10 PM

    dwg's Avatar

    I'm a fellow user.

    See the discussion on Split transactions in:


    An older article, but one that is still relevant, that concentrates specificially on splitting your pay is:


  2. Support Staff 2 Posted by Maddy on 04 Dec, 2019 11:17 AM

    Maddy's Avatar

    Hi Karen,
    Thank you for contacting Moneydance support.

    To add to the useful information provided by dwg, it might be worth mentioning that if you have a transaction with more than one split, then this symbol will be shown on the 'other side' of the split transaction. The symbol is assigned to each 'non-parent' portion of a split transaction.

    If you'd like to test this, you'll see that If you create a transaction in 'Bank Account 1' which includes a split with both 'Bank Account 2' and 'Bank Account 3' - the transactions that appears in Bank Account 2 and 3, will have this symbol assigned to them.

    Also, when you click a transaction to edit it, you can then press the keys 'Command/⌘' and 'L'. This will open the split window.
    When viewing the split window, press 'Command/⌘' and 'N' to create a new split line.
    When you're done, press 'Command/⌘' and 'W' to close the split window.

    I hope this information is helpful. Please let me know if you have further questions or need any assistance.

    Maddy, Infinite Kind Support

  3. System closed this discussion on 04 Mar, 2020 11:20 AM.

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