Splitting transactions - How and why should you use this feature?
DF

David Franz

Created Nov 01, 2023

Splitting transactions - How and why should you use this feature?

24
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Visit the Ember App

20 Steps
1

Click on Transactions

Click on Transactions
2

Click on the transaction that you want to split

Click on the transaction that you want to split
3

Click on the dropdown menu

Click on the dropdown menu
4

Click on Split category

Click on Split category
5

Click on Choose a category

Click on Choose a category
6

Select or type the name of the first category

Select or type the name of the first category
7

Click on the first category

Click on the first category
8

Click on VAT options

** If VAT Registered

Click on VAT options
9

Select the appropriate VAT rate

Select the appropriate VAT rate
10

Type the amount you would like to allocate to this category

Type the amount you would like to allocate to this category
11

Click on Add category

Click on Add category
12

Click on the second 'Choose a category'

Click on the second 'Choose a category'
13

Click on Choose a category

Click on Choose a category
14

Select or type the name of the second category

Select or type the name of the second category
15

Click on the second category

Click on the second category
16

Click on VAT options

If VAT Registered

Click on VAT options
17

Select the appropriate VAT rate

Select the appropriate VAT rate
18

Click on Amount to allocate

Click on Amount to allocate
19

Click on Add category

Click on Add category
20

Click on Mark as reviewed

Click on Mark as reviewed
Well done!
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