Split a transaction among categories
If you track your spending in detail, you may want to split some purchases into different categories. For example, if a department store charge included clothes for yourself and a birthday present for a friend, you could split the total into an amount for clothing and an amount for gifts.

Note: To perform this advanced task, you must be using the Advanced Account Register. To find out which register you're using, look for the Essential Register or Advanced Register label in the upper-right corner of the account register.

  1. Click Banking, and then click Account List.
  2. Click the name of an account.
  3. If you're using the Essential Register, you must switch to the Advanced Register.
    2. In the left pane under Other tasks, click Change account settings.
    3. Under Register Detail, click switch to the Advanced Account Register.
    4. Click Use Advanced Register.
  4. Enter a transaction or click an existing transaction.
  5. Click the Split button.
  6. For each amount you want to assign to a separate category, choose a category, and then enter the amount for that category. If you like, you may also add a subcategory and enter a description.
  7. After you enter the categories and amounts you need, click Done.
  8. Click Enter.

Note

To change the amounts or categories in a transaction you've already split among categories, double-click the transaction, click the Split button, and then make your changes.