Bank transactions: Split transactions between accounts

[DonnaD2]

It would be good to be able to dissect bank transactions to multiple accounts manually (not using a rule) e.g. insurance where part of the amount is GST free and part includes GST but not a set amount that can be entered into an allocation rule

"Transaction Dissection"

[Docca61]

Hi Donna

You can now dissect transactions in the New Banklink area of Essentials you can alocate by percentage or by dollar figure.

Cheers

Campbell

[Steven_M]

Hi @DonnaD2

Thank you for your idea

As mentioned by @Docca61 this feature has been implemented with the New Banking Experience. This feature allows for the user to split a bank transaction to allocate to multiple accounts by an amount or a percentage.

For more information into allocating transactions please see Help Article: Allocating bank transactions