
Splitting a Transaction
Splitting a transaction allows you to divide a single bank transaction into multiple bucket assignments. This is usually necessary when you ask for cash back from a grocery store or withdraw cash from the bank. Splitting a single transaction actually creates child transactions that show up on your transaction list for a selected bucket.
MoneyWell works hard to make this process flow easily and will try to select the cell in the split table that you need to change next. Using the Enter and Tab keys, you can quickly break a single transaction down into many split items. Just start with the primary split amount in the first line and avoid changing that bucket assignment. All the rest should flow from that.
To split a transaction:
- Select a transaction to be split
- Click Create Split on the transaction detail
- On the first split line, change the amount with a lesser amount
- A new split line will be created, type a bucket name for this line
- Optionally, change the amount for this new line to create more splits of the same transaction
- To create a "Cash only" split line (transfer money to your Cash account), simply mark the checkbox in the "C" column
You can change the total amount of the original transaction by adjusting the Total value in the split transaction area. If you haven't assigned a bucket to the last split line, its amount will change, otherwise, a new split line will be created to make sure the split values add up to the total.
You can eliminate all split amounts by clicking Clear Split.
If you select a child of a split transaction, it will display a Show Split Parent button instead of the split detail. Click this button to show the split parent and make any transaction changes.