Split Transactions
Split transactions allow you to allocate different amounts of money and different categories to a specific table entry.
The main split transactions window is below:
Utilize the Notes column to enter a description of the split. You can assign a category to your split by utilizing the Category column. Enter the amount of your split transactions into the Amount column.
To add a split transaction to a table entry you can either 1) right click on the row in which you want to add the split and select Create Split from the drop down menu:
Or you can 2) click the categories drop down list and choose the "Create Split" option that is at the bottom of the list:
[insert updated categories drop down here with Create Split option highlighted]
To enter a new row of data into the split transactions window, you can utilize either the enter key or the tab key on your keyboard. To delete a row of data from the split transaction window, hightlight the row and utilize the delete key on your keyboard.
Once you have entered all of the information you wanted into the split transactions window, click the close button. Your split will be automatically saved and back in the transaction table, you will see on the row in which you just entered the split.
If your totals in your split transaction do not match the total entered in the transaction table, the show split button will be displayed in red to alert you that the totals do not match. You will see the following indication in your transaction table: .
To view a split transaction after it has been created, click on the button (or the
button) in the row of the split you would like to view. The main split transaction window will then be displayed.
Adjusting the Total of Split Transaction
If when you enter amounts in the split transaction window that do not match the amount originally entered into the transaction table, an alert will be displayed. For instance, if you have transaction table entry which totals $100.00 for a payment, and the split transaction only contains an entry for a $50.00 payment, then the following alert will be displayed to let you know that the split total is off by $50.00. This scenario is illustrated below:
To adjust the total based upon what you entered into the split transaction window, click the Adjust Total button. An update to the transaction table will be made automatically to match what you entered in the split window. If the total you entered is correct in the transaction table but not the split window, you can make adjustments to the totals you entered into the split transactions window. Once the totals match, the alert will disappear.
Clearing/Deleting a Split Transaction
If you wish to delete the split transaction associated with a table entry, you can 1) click the "Clear Split" button on the main Split Transaction window:
or 2) you can right click on the row in which you want to clear a split transaction and select Clear Split from the drop down menu: