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Splitting a Transaction across Multiple Months
Splitting a Transaction across Multiple Months

Steps to split a transaction across multiple months.

Olivia avatar
Written by Olivia
Updated over a week ago

When you want to spread an expense across several months, then we suggest the following steps.

  • Select Split at the bottom of the specific transaction view and split the total amount by number of months. This is an example of 6-month insurance premium.

  • Once you have split the original transaction into separate transactions, then you can edit the date on each transaction to correspond to a specific month.

    Note: you can update the dates to be in the past or future.

  • If you need to update the split amount, then select Edit the Split on any of the associated transactions.

Note: We plan to implement the ability to automatically split a transaction across several months or a year.

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