Splitting a Transaction

Linda Hylton's Avatar

Linda Hylton

13 May, 2022 01:24 PM

How do I split a transaction? For example, if I go to the grocery store and pay with a credit card, not ALL purchases are groceries -- some might be household goods, such as laundry soap. So far, I haven't found a way to split a transaction into different categories.

  1. 1 Posted by -Kevin N. on 13 May, 2022 01:43 PM

    -Kevin N.'s Avatar

    Hi Linda,

    Take a look at the following Moneydance KB article.
    https://infinitekind.tenderapp.com/kb/register-and-transactions/ent...

    -Kevin N. (not a member of MD support)

  2. Support Staff 2 Posted by Maddy on 13 May, 2022 01:46 PM

    Maddy's Avatar

    Hi Linda,
    Thank you for contacting Moneydance support.

    To split a transaction into several categories, create a new transaction or double click a transaction to edit it, then select the Category field to open the Category drop-down menu and click the “Split” button at the top (or press ⌘-L or Ctrl + L on your keyboard), as outlined in this article of the Knowledge Base.

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

    --
    Maddy, Infinite Kind Support

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