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How do I split connected bank transactions when I am reviewing and categorising them ?

Crowbar922

Hi, I can see how to create split transactions when you enter transactions manually but I can't see the split transaction option when I am categorising the transactions in my connected bank accounts.
How do I do this? Eg I have an income item that needs to be split into gst and non gst. I also have the same with an expense item. Thanks

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Accepted answers

Maggie-Solo

Here’s how you can split an expense in Solo:

If you tap on the transaction in Review Transactions, it’ll try to categorise it automatically but you can’t split it from there.

Here’s the workaround:

Head to the Home screen, then tap Expenses and open the Transaction List.
Find the transaction you want to split and tap Edit.
Change the expense type from Business to Split, and add your line items.

For example, if you spent $100 at Bunnings: $25 was personal, and $75 was for paint you’d add:
✅ Line 1: $25 as Personal
✅ Line 2: $75 as Business (with a description)

You can also adjust the GST if part of the expense did not incur GST.

All comments

Maggie-Solo

Hey @Crowbar922 is the income across 1 payment where multiple transactions have been paid out together or is it one payment with multiple categories?

Crowbar922

Before registering for GST, I have invoice payments I want categorise as “sales” but then edit so they are non gst.

Also one particular invoice payment I am looking at is an invoice which is a combination…

On certain parts of that invoice I didn’t charge gst for work done. Then after registering for gst on a certain date, I then have gst added on for any work I did after that date.

So that is one transaction I want to split when categorising it as “sales” so that some of those sales are non gst.

I also recently switched from monthly postpaid mb bills to yearly prepaid with my mb.

The receipt for that prepaid mb has no gst. (I think they said it because it’s a voucher that hasn’t been used yet)

So with that prepaid mb transaction I want to categorise it as mb like I always do but then modify it so it’s non GST.

Sorry for the essay. Hope that makes sense

Maggie-Solo

Hey @Crowbar922 this has got me scratching my head. I'm going to have to do some digging to get to the bottom of this for you. I'll come back to you as soon as I can with more info!

Maggie-Solo

Hey @Crowbar922 I just want to check if I've understood you correctly.

Sales Before GST Registration

You have received invoice payments from a customer before you were registered for GST.
You want to categorise these payments as "sales", but ensure they are marked as non-GST since you weren’t registered at the time.

Split GST on One Invoice

One invoice includes work done for this customer before registering for GST
You have completed work for this customer and this job before AND after your GST registration date.
You didn’t charge GST on the first part of the work, but want to charge GST on the next part.

Have I got that correct?

Also, you mention monthly postpaid mb bills, could you elaborate on what you mean by "mb"?

Crowbar922

Hi, yep that's all correct.

Mb means mobile phone.

With post paid mb bills, gst is included on each bill but unless I have made a mistake, with pre paid mb, gst isn't on the invoice.

So l would want to still categorise the pre paid mb bill transactions as "mobile phone" but mark them as non-gst

Crowbar922

P.s re pre paid mobile, an acquaintance said yesterday, that they think the initial invoice has no gst because you are paying for a service you haven’t used yet (a voucher)

And then say a year later when you have fully used the prepaid mobile you MAY be able to get a receipt then with gst on it.

I’m sure a lot of people reading this must know all about this, so if you can explain, that would be great. I’m totally new to using prepaid mobile.

Anyway this is a separate discussion to what my original question was about.

Crowbar922

Here’s what I am wanting to do with the connected income or expense bank transactions….

Maggie-Solo

Hey @Crowbar922 there's a lot here so I am going to start with your invoices.

The original invoice you’ve already sent out can’t be edited to add a GST line item. That one needs to stay exactly as it is, GST-free, and be categorised as you normally would.

For the work you’ve done since registering for GST, start a new, separate invoice that includes GST. This way your books are neat and tidy, and everything’s accounted for correctly. 👌

The screenshot you have shared relates to expenses, not income. This is why you are not able to go back in and change your existing invoices and add in GST line items.

Maggie-Solo

And for your question surrounding your pre-paid phone recharges, this is to manage this in Solo:

As for your prepaid bills, here’s how to manage this in Solo:

Head to More > Categories > All Categories

Tap the + in the top right
Choose Asset
Give it a name (e.g Telstra Prepaid Mobile 04XX XXX XXX)
Toggle on “This is a bank account”
Set the Tax Code to GST Free FRE
Add any handy notes (e.g. “For X while travelling to Y”)
Hit save

Record the full recharge amount

Create a new Money Out
Choose your Supplier (e.g. Telstra)
Expense Type: Business
Payment Method: your new prepaid mobile category
Tax Code: N-T
Enter the full recharge amount (e.g. $100)
Save

Track what you spend

Create another Money Out when you use part of that recharge
Supplier: Telstra
Category: Telstra Prepaid Mobile
Tax Code: GST
Add the amount used (e.g. $55)
Save

Repeat step 3 as you use the recharge 💸
You can check what’s left anytime by heading to More > Transaction List and opening your Telstra Prepaid Mobile account.

Let us know if you get stuck @Crowbar922 we’re always here to help! 🙌

Crowbar922

Thanks for your all help, I’ll look at all of that re prepaid mobile.

Not being able to split income or expense items into gst and non gst components when categorising connected bank account transactions is the big issue.

I am assuming “myob lite” must you do this when you categorise your bank transactions ? I might have to look at that

Maggie-Solo

Hey @Crowbar922 you can split your bank transaction expenses that appear in your connected accounts. Would you like to know more about splitting expenses that appear in your Connected Accounts?

Crowbar922

Yes that would be good

Maggie-Solo

Here’s how you can split an expense in Solo:

If you tap on the transaction in Review Transactions, it’ll try to categorise it automatically but you can’t split it from there.

Here’s the workaround:

Head to the Home screen, then tap Expenses and open the Transaction List.
Find the transaction you want to split and tap Edit.
Change the expense type from Business to Split, and add your line items.

For example, if you spent $100 at Bunnings: $25 was personal, and $75 was for paint you’d add:
✅ Line 1: $25 as Personal
✅ Line 2: $75 as Business (with a description)

You can also adjust the GST if part of the expense did not incur GST.

Crowbar922

Thanks I’ll look at that and thanks for all your help (and patience)

Crowbar922

I just tried your suggestion above on the connected bank account income item that needs to be split into gst and non gst sales categories and it worked.

Crowbar922

So in a round about way by explaining the work around for expense items that you have answered my original question regarding income items 👍

Maggie-Solo

Glad it's all working for you @Crowbar922! Give us a shout if we can help with anything else

StrataGeek

Have the screens changed to follow the marked solution to this problem?

i.e. before I've categorised a transaction at all via Review Transactions, can I split it to Personal Expenses and another (usually business) category?

StrataGeek

Oh, do I need to categorise it first, and then edit it and split it from the Expenses > View all expenses section of Money Out?

Might need to set up a To split category to make it easy to find the transactions for splitting.

StrataGeek

Hmm, that won't help much. Can I view transactions in a category?

Jared-Solo

I think the process/screens must have changed.

I understand how Solo works now, if you're needing to split a transaction between Personal and Business, you'll first want to create an expense record that splits the expense and then match the transaction to that expense record.

I don't think this (splitting) can be done by categorising the transaction - with the caveat that my test accounts don't have Connected Accounts syncing transaction data with Solo, so I'm not able to check this out end-to-end.

I hope I've understood your question properly, let me know if I'm off the mark 🤝

StrataGeek

Yes, Jared, you understood.

I realised I could split after categorising, but I need to see if amending the categorised expense uncategorised it (I think it might).

If so, recurring or templated expenses would be great – I split my mobile, internet, and a few other IT bills monthly.