How to Split or add a Transaction ?

Sequence > Left Navigation Bar > Banking > Accounts > Select Account

To split a transaction:

When importing a bank statement, some transactions may include multiple payments or deposits within the same transaction. It is possible to split a transaction into multiple distinct transactions so that each deposit or payment is reflected as a single transaction.

1. Click on the three dots of the corresponding transaction.
   
   
2. In the menu that appears, select "Split transaction."
   
   
3. If needed, you can add multiple transactions.
   
4. Fill in the description and amount fields accordingly.
   

5. Once the information is added, click "Confirm."

   

You can now view the new transactions created from the original transaction.

To add a transaction:

1. Click on the three dots in the upper-right corner.

   

2. In the menu that appears, click "Add transaction."

   

3. Fill in the description and amount fields accordingly.

   

4. Select the transaction type (credit or debit).

   

5. Once the fields are filled in, click "Confirm."