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Crowbar922's avatar
Crowbar922
Experienced User
10 months ago
Solved

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

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....
  • Maggie-Solo's avatar
    10 months ago

    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:

    1. Head to the Home screen, then tap Expenses and open the Transaction List.
    2. Find the transaction you want to split and tap Edit.
    3. 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. 

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